With a mission to not only understand but surpass clients' aspirations, Dana founded Affiliated Financial Group in 2015. For over two decades, he's dedicated himself to serving individuals, families, and business owners with comprehensive financial solutions and personalized management strategies. His unwavering passion lies in helping others achieve their long-term financial goals.

Dana's influence extends to financial literacy as an educator at Financial Education Partnership, a distinguished nonprofit.

Dana holds a BS in Business Administration and Accounting and he's registered with Series 7, 63, and 65 through Cetera Advisors, LLC, and is licensed in Life, Accident, and Health Insurance. He's also a Licensed Mortgage Loan Officer.

Rooted in Boston, Dana treasures his heritage, valuing family time with his four accomplished children. Beyond finances, he's an avid golfer and unwavering Boston sports fan.

Fiduciary Commitment: Dana prioritizes your financial interests. As a fiduciary, he's bound by the highest ethical standards, making decisions solely for your benefit.

Confidentiality and Data Security: Your privacy is paramount. Dana ensures robust security measures to maintain strict confidentiality of your sensitive information.

Tailored Solutions: Understanding your aspirations, Dana crafts personalized strategies catering to your unique goals. Your financial success is his priority.

Please take a moment to read the Letter from Dana.

To consult Dana, call 781-245-5500 or visit the Calendly link to select a convenient appointment time.