Verified recordFinancial Services

Dan Weinberger

Managing Partner at Ascent Wealth Partners, Llc

Based in Denver, United States

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Seniority

C-Team

Department

General Business & Management

Location

Denver

Industry

Financial Services

Company size

8

Contact information

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Email

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d•••••••@ascent-wp.com

Phone

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Background

About Dan Weinberger

As a Financial Advisor, I provide sound financial advice and value-added service to investors — always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. Prior to joining Wells Fargo Advisors Financial Network I was a coach for the National Champion University of Colorado ski team for 3 years. My experience also includes a position with Jackson National Life as an annuity wholesaler for 2 years. I hold both an undergraduate and M.B.A. from the University of Colorado. Furthermore, I have earned the CERTIFIED FINANCIAL PLANNER® certification by meeting rigorous professional standards and passing a comprehensive examination. I am a devoted husband and father, as well as a passionate athlete. I enjoy spending time with my wife, Jana, and three children: Klara, Lexi, and William. You can depend on me for independent, objective, and unbiased advice that focuses on your unique goals. Moreover, I will treat you and your family with the utmost courtesy and respect, while guarding your privacy and looking after your affairs with absolute confidentiality. This information is intended for use by residents of AK, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY only. CA Insurance License# 0H70298. Resident State Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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