Dana Preis has been serving the financial planning and insurance needs of his clients since 1999. He specializes in comprehensive financial planning for business owners, families with children, and retirees.
Experience:
He has in-depth experience in Retirement Strategies, College Planning, and Insurance (Life, Disability, and Long Term Care) – which are his specialties here at Moneco.
Education & Certifications:
Dana graduated from the University of Connecticut in 1983 and holds his Chartered Financial Consultant and Retirement Income Certified Professional® designations through the American College of Financial Services.
Personal:
In his spare time, Dana loves music, playing guitar, and travel. Dana and his wife, Deirdra, live in Easton, CT. They have three lovely daughters: Samantha, Julia, and Anne. Dana also serves on the board of the Congregation for Humanistic Judaism of Fairfield County.
