Daniel P Ostlund CFF
Investment Advisor Representative
Ostlund Wealth Advisors
As a personal wealth advisor for over 25 years, Dan has helped hundreds of Puget Sound families pursue their retirement dreams.
Dan has earned a stellar reputation locally and throughout the education community, offering seminars on the Washington State retirement plan, income strategies and investments to school administrators and principals.
Dan is registered as an Investment Advisor Representative and can offer investment and insurance products and services. Dan has also earned the designation of Certified Financial Fiduciary®.
Born in Tacoma, Dan is a fourth-generation business owner. In the late 1800s, his great-grandfather emigrated to Tacoma from Sweden. In 1965, Dan’s father opened Ostlund’s Shoe Store on Regents Blvd. in Fircrest, Washington.
For more than 30 years, Dan has been married to his wife, Marie, a financial professional in the firm who enjoys helping women with their unique financial planning needs.
Dan and Marie have two children who are business and finance students at the Carson Business School at Washington State University. Both children plan to join the family business after graduation.
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