Daniel Westuba is a founding member of Higher Standards Financial Planning. Since graduating from Boston University in 2003, Dan has been a member of the financial services industry, with 16 years experience as a personal financial planner.
Dan has fallen in love with his role as a trusted part of his client’s financial plans. With a belief that financial planning is even more about people than the numbers, Dan takes great pride in getting to know his client's hopes and dreams, and taking personal stock in their ability to reach them. Education, honesty and transparency are the guiding principles in his practice, choosing to motivate clients with positivity as opposed to fear. While addressing personal finances can be an uncomfortable task for some clients, on par with sitting in a dentist’s chair, Dan prefers to keep things in perspective, and focused on solutions as opposed to mistakes. Still, he will not hesitate to let clients know what they need to hear rather than what they would like to hear. From basics like budgeting and debt management, to more complex topics like portfolio construction, risk management, tax strategies, and estate planning, Dan leaves no stone left unturned when addressing opportunities and risks to a financial plan.
When he is not working with clients, Dan is making memories with his young family. Beth, Bradley and Everly mean the world to him, and while they keep him extremely busy, he wouldn’t change it for the world. Beth is the unsung hero… managing the household, helping with countless tasks for Dan’s practice and acting as the best cheerleader anyone could ask for. Bradley and Everly also play a huge role in Dan’s practice ... so much so that you may see them pop into a Zoom meeting from time-to-time, even managing, miraculously, to get past the locked door to Dad’s office
An avid sports fan, rooting on the Rays, Bucs, and Lightning, Dan is always happy to go off subject to chat about the latest happenings in the world of sports. A fun fact is that Dan has been collecting sports memorabilia since he could walk, and is pretty proud of his collection… as evidenced by the backdrop to many Zoom conferences he holds.
For a client who values a low stress approach to financial planning, and an advisor who will work alongisde them throughout their financial journey, Dan is a terrific fit.