Broker Check
Dan Loose, CFP®

Dan Loose, CFP®

Financial Planner

Education and Designations

  • Certified Financial Planner™ (CFP®)
  • MBA, Thunderbird School of Global Management
  • MA, University of Virginia
  • BA, University of Utah
  • Personal Financial Planning Program Coursework, Utah Valley University
  • Programs Director, Financial Planning Association of Utah
  • Member, Society of Financial Service Professionals

 

Financial Management Experience

Over the last 25 years Dan has worked diligently helping companies and individuals make wise financial decisions, such as calculating the return on investment for an electrical utility's capital investment in PP&E, determining the CAP rate on an investment property for a real estate developer, and even helping young families with the purchase of their first home. In 2013, Dan felt a calling to not simply help companies and people with their acquisitions, but instead help them make wise decisions with their whole financial picture throughout their entire lives.  He feels particular empathy and compassion for those individuals whose marriages are being torn asunder by poor financial decisions. Dan has seen this first-hand by hosting Dave Ramsey Financial Peace University courses and in providing pro bono work to churches and charities like the Salt Lake Rescue Mission. According to Dan, "Financial literacy can change the destiny of not only the present generation, but future generations as well."

Subsequently, Dan enrolled in the Personal Financial Planning program at UVU in order to add textbook PFP skills to his quiver of business financial skills while he simultaneously took employment at a financial planning firm in Salt Lake City to gain the practical experience to better prepare himself for a career as a comprehensive financial planner. Dan is proud of earning the CFP designation, but he is much more proud knowing that through his planning engagements he is changing the destiny of families now and potentially for generations. In 2018, Dan joined Medicus Wealth Planning because he appreciates the fee-only financial philosophy shared by everyone at the firm. Dan enjoys the refreshing experience of working with pleasant, knowledgeable, cooperative, and intelligent people where there are no fiefdoms, no commissions, no products to push, no quotas, and no attitude. The only thing the firm is interested in is attaining the financial goals of the client. Human nature being what it is, fee-only is the only way to go.

Dan focuses on teaching people to be financially literate and to practice financial discipline.  He does this through his workshops and the solid financial advice he renders through comprehensive financial planning.  He employs a holistic approach to financial planning which provides clients a clear, easy-to-understand overview of their finances, from budgeting, debt reduction, risk mitigation, tax minimization, retirement planning, asset management, estate planning, and general life event planning.

Personal

While attending the University of Utah Dan was introduced to European history and culture through various study abroad opportunities.  He attended Cambridge University in England, Christian Albrecths Universitaet in Kiel, Heidelberg Universitaet in Heidelberg, Germany, and the Aegean Institute in Greece.  He later went back east to graduate school in Virginia and ultimately Thunderbird in Arizona for business school.  After Thunderbird he lived and worked for a multinational EPC contractor Deutsche Babcock in Oberhausen, Germany where he worked in Corporate Finance and Business Development.  While there, Dan met his wife Evelyn while she was working towards her MD at the Universitaet of Essen Medical School.  The Looses eventually returned to raise their family in Dan’s beloved West.  They now reside in Bountiful with their four children.  When not busy with the kids’ practices, lessons, or Scouts, Dan loves to ride dirt bikes in the high desert in the summer and ski the Wasatch in the winter. Dan donates his time and talents to several local organizations, including BSA Troop 220, the Madeleine Choir School, First Presbyterian Church, Samaritan’s Purse, and the Salvation Army.  Dan and his wife enjoy getting back to visit friends and family in Germany as frequently as possible.