Since 1992, Dana has dedicated himself to serving individuals, families, and business owners with comprehensive financial solutions and personalized management strategies. In 1999, he founded Affiliated Financial Group to further his mission of helping clients achieve their long-term financial goals. This depth of experience provides a strong foundation for thoughtful, tailored guidance.
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.