Dan  Loose,  CFP<sup>&reg;</sup> - Financial Advisor

Dan Loose, CFP®

699 E. South Temple St, ste 300
Salt Lake City, UT 84102
(801) 243-0705

General

Dan Loose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Salt Lake City, UT and the surrounding communities.

Financial Advisor Overview

My "Why" at MedicusWealthPlanning.com

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Financial Advisor Experience

I have over 20 years experience in corporate finance, business development, business consulting, capital budgeting, and real estate.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Utah

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources