arrow graphic

Dana Menard

CFP®, RLP®, CEPA®, CBDA℠, CDAA™

Firm: Twin Cities Wealth Strategies, Inc.

Location: Virtual

CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Life Planner (RLP®) with a heavy concentration on tax planning strategies for those wanting to keep more of their hard-earned money and not pay more to Uncle Sam than they are required to.


  • NicheNiche / Specialty: Business Owners/Entrepreneurs
  • NicheYears of Experience: 22