I am a community-focused financial professional who brings a wealth of knowledge with an Ed.D. in organizational leadership and twenty years of experience in corporate finance to my clients. I work with businesses and individuals one on one with the support of thousands behind the scenes.
For business owners, I am a certified exit planning advisor and I assist owners with understanding your options, succession planning, preserving wealth, estate and personal planning, and more.
After creating a financial literacy program for my church family, community and local organizations, I realized my purpose was to assist others as they accumulate wealth, to help protect it, live out their dreams and prepare them to transfer it to future generations.
Relationships are key and I partner with you throughout your life to assist you in achieving your goals.
View Personal BioDana PalmaFinancial Advisor