Dan Wolthuis

Dan Wolthuis, CFP®, CKA®

Sr. Financial Advisor, Sr. Partner
Alpharetta, GA
dan.wolthuis@bluetrust.com
(770) 280-6172
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Dan Wolthuis is a senior financial advisor for the Everyday Steward® division and senior partner of Blue Trust and serves clients nationwide out of the office in Alpharetta, Georgia.

Dan offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and experience financial peace of mind.

Prior to joining Blue Trust in 2006, Dan worked for Delta Air Lines in a number of engineering and supply chain management roles, supporting the repair and overhaul of aircraft engines.

Dan holds a BS of mechanical engineering degree from Georgia Tech and a MBA degree with a post-graduate certificate in personal financial planning from Georgia State University. He is a CERTIFIED FINANCIAL PLANNERTM certificant and Certified Kingdom Advisor® (CKA®).

Active in his community, Dan serves in various roles in his church and in a local leadership role with Trail Life USA, a Christian youth outdoor adventure program. In his free time, Dan enjoys travel, hiking, and spending time with family.  Dan and his wife, Julie, live in Johns Creek, Georgia with their three sons.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Dan

  • Should I Refinance My Mortgage?

  • How to Shop for Home, Auto, and Umbrella Insurance

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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