Dan Loose, CFP
Financial Advisor
Dan joined Medicus Wealth Planning in 2018 with 25 years of financial planning tenure as a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is passionate about helping companies and individuals make wise decisions with their entire financial picture and believes that financial literacy can change the destiny of not only present generations but future ones as well.
He hosts Dave Ramsey Financial Peace University courses and does pro bono work for churches and charities like the Salt Lake Rescue Mission, focusing on teaching people how to be financially literate.
He joined Medicus Wealth Planning because the only thing we are interested in is helping our clients reach their financial goals.
Dan served as President and Chairman of the Financial Planning Association of Utah and Idaho from 2020 - 2024.
Favorite Food
Filet mignon with a baked potato and salad with balsamic dressing
Favorite Hobby
Single track dirt biking in the summer and skiing in the winter
Fun Fact
I lived eight years in various locations of Germany