Dana Twight

Dana Twight

CFP®

Dana is a Financial Advisor who helps clients develop a plan for retirement, manage investments and understand difficult financial tradeoffs.

  • About Dana
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal/Founder at Twight Financial Education, LLC
Address
2216 East Mercer Street
Seattle WA, 98112
Phone
(206) 325-5185
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About Dana

Independent CFP & registered investment advisor; with banking and brokerage experience offers education, guidance and planning, without product sales.

Dana has broad experience in financial services which includes national brokerage firms, a regional broker dealer, and a family owned savings and loan. She put herself through the last two years of college while working at a national bank part-time. While attending graduate school, she fulfilled a dream of writing for the university newspaper during one quarter. In addition to living for many years in Seattle, WA, Dana has also lived the life of an expat in Czechoslovakia. Dana has also worked for a regional media...

Education

  • M. Ed., Education Leadership and Policy Studies, University of Washington, Seattle
  • CFP, Financial Planning, College for Financial Planning
  • Certificate, Non-Fiction Writing, University of Washington, Seattle

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Educators
People near retirement
Young couples

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

This advice is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. Please visit the http://www.twightfinancial.com home page to request a copy of my ...