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Financial planner wellesley ma

Dana J. Levit, CFP®

"I believe that the role of a financial planner is to be an educator. I love that my job is to help clients create the lives they want through making informed financial decisions."

~Dana J. Levit~

Dana Levit Photo

Dana J. Levit, CFP® is the owner and principal of Paragon Financial Advisors. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning. She is a Certified Financial Planner™ practitioner and has over ten years of experience in financial management and education.

Dana takes an active role in educating her clients and other professionals about financial issues. She is the President of PridePlanners Association, a national non-profit organization whose mission is to educate financial professionals about the unique planning needs of non-traditional families. Dana is a NAPFA registered advisor and is an active member of the Massachusetts chapter. She is also a member of Cambridge Advisors, a national network of fee-only financial advisors committing to serving the financial planning needs of "Middle America."

Dana holds a Master of Business Administration degree from Simmons Graduate School of Management with specializations in Finance and Portfolio Management and graduated in the top 5% of her class. She earned a Bachelor of Arts degree in Psychology and Women's Studies from the State University of New York at Buffalo where she was inducted into Phi Beta Kappa. Dana completed the coursework for the Certified Financial Planner™ designation at Northeastern University in Boston, MA.

Dana J. Levit founded Paragon Financial Advisors in 2005. Prior to that, she was a financial advisor at another fee-only financial planning firm.

In her spare time, Dana plays tennis, softball, and volleyball. She also enjoys backpacking, hiking, kayaking and skiing.

financial planner wellesley ma Financial Planners in Wellesley, Massachusetts | PlannerSearch

financial planner wellesley ma


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