Daniel E. Steichen is the Principal and Founder of Personal Wealth Partners, LLC. After 17 years with leading financial services and accounting firms, Dan co-founded Pakola, Steichen & Company, LLP in 1995, where he continued to advise high net worth clients until launching Personal Wealth Partners, LLC as an independent firm in 2014. Dan has over 30 years of experience in sophisticated financial management and devising customized plans tailored to high net worth individuals and families and businesses.
Dan holds a Bachelor of Arts degree in English from St. John’s University. He is a cum laude graduate of both Colorado State University, where he holds a Master of Science degree in Taxation, and William Mitchell College of Law, where he earned his Juris Doctorate. He is licensed as an attorney and a Certified Public Accountant (CPA - Inactive) in the State of Minnesota and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®). Dan embraces the industry’s highest standards of ethics and integrity in the comprehensive planning process.