About
A proven Financial Services executive with over 25 years of functional and leadership knowledge, Dan joined WEG in 2023. Previously serving at Fisher Investments, Personal Capital, and Empower, Dan has successfully led, conceptualized, and expanded groups responsible for Client Services, Advisory, Banking, Sales Operations, Direct Marketing, Corporate Finance, Voice of the Customer (NPS), and Acquisition Integration for FinTech and traditional financial institutions with an emphasis on direct-to-consumer and virtual delivery environments.
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Dan Stampf, CFP®, Chief Product Officer at Wealth Enhancement was featured by Financial Planning in “Expanded Offerings Draw Prospects, Advisors Say.”
