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Dan Sturges, CFP

Private Wealth Financial Advisor

Phone Number

(970) 879-1195

Dan Sturges is a Private Wealth Financial Advisor and CERTIFIED FINANCIAL PLANNER® practitioner with the Sturges Cusenbary Wealth Management Group of Wells Fargo Advisors. With 27 years in the industry, including 12 years at Wells Fargo Advisors, he brings seasoned perspective and disciplined guidance to individuals and families seeking long-term financial success. He studied at Miami University and completed CFP® education at Oglethorpe University, equipping him with a strong foundation in comprehensive wealth planning.

Dan is passionate about helping families preserve and grow their legacy, helping turn financial success into lasting impact for the people and communities they care about. He takes a planning-first approach, working closely with clients to simplify complex financial decisions and connect every aspect of their financial lives. By building strategies that evolve over time, Dan provides clarity, confidence, and a trusted collaboration focused on achieving each client’s unique goals. 

He works best with individuals and families who value collaborative relationships in navigating holistic investment planning. Dan and the Sturges Cusenbary Wealth Management Group have been recognized to the Forbes Best-in-State Wealth Management Teams list for years 2023-2026. Outside the office, he enjoys traveling with his family, golfing, and supporting his children’s youth sports activities, and is actively involved with High Altitude Basketball. He lives with his wife, Catherine, their two children, and their two golden retrievers.

CA Insurance License Number 0M39342.  Resident State CO.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.  Review Award Disclosures.

Certificates

CFP

From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.