I’m Dan Whitehead the Founder and Family CFO of pi Wealth Management. I started working in the Financial Industry back in 1997 and decided in 2010 it was time to start my own financial firm, pi Wealth Management. One of the many reasons I love my job is that I get to work with people with complex needs or problems and then providing simplified solutions to those complexities.
After graduating from Brigham Young University with a degree in accounting, I worked my way around the financial industry by being an accountant, then a director of a bank, and now landing at my own financial planning company. I have my Series 7, 24,63, 65, and Insurance Registration. I’m also a Certified Financial Planner™ (CFP).
I really like my job but I love my family more. I have an amazing wife and 6 talented children. If I’m not at work, I’m usually running to different basketball games to watch my kids play. I’m also working on becoming one of the greatest pickleball players ever, I just need to start playing.
Dan and his wife, Shanel at Garden of the Gods. Dan, his wife Shanel, their children and spouse, and granddaughter.