Financial planning tailored to your goals

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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Dan Monahan, CFP®, CPWA®

Financial Advisor Associate

Dan specializes in helping business owners and high net worth families navigate the complex financial challenges unique to them. Dan’s highly focused and detailed-oriented approach to wealth management allows him to gain a deep understanding of our clients’ personal, professional and family needs. He leaves no stone unturned and works tirelessly to find the right solutions for our clients. His dedication and personal tough help build strong relationships with different generations of each family to bring continuity to their long-term objectives.

Always striving to increase his knowledge base to enhance the value provided to our clients, Dan has earned the Certified Financial Planner TM (CFP), Chartered Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Dan has studied financial planning at Boston University, Yale University and is currently pursuing a Master’s in Finance Degree at Harvard University. Dan lives in Carver, MN with his wife, Laura, and their son Oliver. Dan is an active volunteer with the CFP Board, a member of the Waconia Chamber of Commerce, and an avid golfer.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • ND
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • VI
  • VT
  • WA
  • WI

Education

  • Wealth Management Theory and Practice, Yale School of Management
  • Financial Planning, Boston University
  • Minnesota State University Mankato

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
  • Certified Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Philanthropy
Estate planning strategies
Business succession
Investing
401(k) plan services
Family Offices
Corporate executives
681 East Lake Street
Wayzata, MN 55391
  • (952) 475-9448

Email Me

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    Daniel Monahan

    Account Vice President

    Financial Advisor Associate

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • ND
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • VA
    • VI
    • VT
    • WA
    • WI

          681 East Lake Street
          Wayzata, MN 55391
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