Dana is a Financial Advisor who helps clients develop a plan for retirement, manage investments and understand difficult financial tradeoffs.
- About Dana
- Questions & Answers
Independent CFP & registered investment advisor; with banking and brokerage experience offers education, guidance and planning, without product sales.
- 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