CRD: 289929
Client Focused Financial
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 11-13-2017
- Office Locations
- 1
Office Locations
About Client Focused Financial
Client Focused Financial is a Tampa Bay-area wealth management practice led by Dan Westfall (CFP, CFS). The firm delivers fiduciary investment management with an emphasis on actively managed strategies, along with financial planning and coaching, IRA/401(k) rollover guidance, and retirement plan implementation for business owners; life, health, and long-term care insurance planning is also offered. Westfall is a Dave Ramsey SmartVestor Pro and publishes a monthly market review video on YouTube.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL PAUL WESTFALL
Founder, Managing Member, Owner
- CRD
- #6033774
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,537,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,537,937 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,537,937
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $273,847,828 | 25.1% |
| Equity - Exchange | $202,931,060 | 18.6% |
| Cash | $99,283,475 | 9.1% |
| Derivatives | $204,022,087 | 18.7% |
| Municipal Bonds | $310,942,752 | 28.5% |
| Total | $1,091,027,202 | 100.0% |