As the Founder of Client Focused Financial, Dan Westfall is committed to helping clients by addressing their financial concerns and issues to help them reach their goals.
Starting his career in 2011, Dan holds several licenses including Series 6,62,63,65 along with insurance licenses for life, health and personal lines in the states of Pennsylvania, New Jersey & Maryland. Furthering his education, Dan worked to earn two professional designations as a Certified Financial Planner™, CFP® and Certified Fund Specialist ®, CFS®.
As his network expanded, Dan came across many clients that were not getting the attention that they deserved from their financial advisors. Many others he encountered didn’t have a financial advisor at all. These observations drove Dan to create his own firm, Client Focused Financial. Like the name itself indicates, Client Focused Financial is based around putting the attention back where it belongs. . . the client!
Originating from Allentown, New Jersey, Dan moved to Pennsylvania to attend and graduate from York College. He now resides in the Camp Hill area. Outside of being a financial advisor, Dan enjoys baseball and being active in the community.