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Daniel West

Partner

CPA, CFP®, PFS, AWMA

When serving as Family CFO, Moneta Partner Dan West strives to serve as his clients’ advocate and act in their best interests at all times. In order to be extremely proactive and responsive to clients’ needs, Dan and his team work to build close relationships with them based on trust and understanding.

Dan received his Bachelor of Business Administration Degree from University of Dayton. Prior to joining Moneta in 1992, Dan was a manager with Price Waterhouse, now PriceWaterhouseCoopers, in its Personal Financial Services Division. Throughout his eight years there, he provided senior executives and other high net worth individuals and institutions with comprehensive financial planning services. His range of expertise covers areas such as investments, retirement, stock options, estate planning, tax analysis, and compliance.

A sought-after resource in the community, Dan has been a speaker and instructor at seminars and professional workshops covering retirement, investment, stock options, and estate planning, as well as various corporate benefit and executive compensation issues. He has authored and reviewed articles on these topics for various national and local publications and client newsletters.

Outside of the office, Dan is an active member of the St. Louis community. He is involved in Epworth Children and Family Services, Catholic Student Center at Washington University, and the Planned Giving Committee of Variety the Children’s Charity of St. Louis. He is also a member of Old Warson Country Club and is very active in raising funds through various development efforts for the MS Society and the University of Dayton.

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER®
  • Personal Finance Specialist
  • ACCREDITED WEALTH MANAGEMENT ADVISOR?
  • American Institute of Certified Public Accountants
  • Missouri Society of Certified Public Accountants
  • Financial Planning Association

A WEALTH OF INFORMATION

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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