Dana started Affiliated Financial Group in 2015, with one goal in mind, to fully understand his client's goals and strive every day to exceed them. Dana has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized management strategies for over 20 years. He is passionate about helping people pursue their long term financial objectives. He believes everyone deserves the opportunity to face the future with confidence and hope, and works every day to help lead his clients firmly in that direction.

Dana is an educator with Financial Education Partnership, one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country.

Dana is a graduate of Salem State University with a Bachelor of Science in Business Administration and Accounting. He holds his Series 7, Series 63 and Series 65 registrations with Cetera Advisors, LLC. He also holds his Life, Accident and Health Insurance license, and is a Licensed Mortgage Loan Officer.

Dana is a proud lifelong Bostonian. He grew up in East Boston and currently lives in North Andover. He enjoys spending time with his family and has four grown children, all of whom he’s incredibly proud of. He’s also an avid golfer, a Boston sports enthusiast, and you will often find him at the Garden watching his beloved Bruins.

To schedule a complimentary consultation with Dana, simply call 781-245-5500 or Click Here to select an appointment time on Calendly.