Dana Go562 365-1882
Dana has been educating and advising clients on their investment and retirement needs since 1998. His approach integrates client objectives into a customized dynamic plan that can be updated as life changes occur. He understands the importance of listening to client concerns and creating long-lasting relationships to help identify and improve their financial well-being.
Born and raised in Northern California, Dana is a graduate of the University of Southern California. Dana enjoys the outdoors and spending quality time with family and friends.