Dana Hastings, CFP®, CHFC®, MBA, MS, RICP®, CEPA® in

Dana Hastings, CFP®, CHFC®, MBA, MS, RICP®, CEPA®

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Director of Wealth and Wealth Advisor at Fairport Wealth
📍 Cleveland, Ohio, United States

Dana is a financial planning professional with over 30 years of wealth management experience, serving as a Director of Wealth and Wealth Advisor at Fairport Wealth. She specializes in guiding executives, physicians, dentists, and business owners. She holds numerous advanced credentials, including MBA, MS, CFP®, CEPA®, ChFC®, and RICP®.

Originally from Bay Village, Ohio, Dana is actively involved in her community. She serves on the board of Fill This House, a faith-based nonprofit organization. In her free time, she enjoys hiking, fishing, skiing, and spending time with her three grown children.

She is the former president and a current member of the Estate Planning Council of Cleveland.

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Experience
17 Years
Current Role
Director of Wealth and Wealth Advisor
Job Level
Mid-senior
Location
Cleveland, Ohio, United States
Personality Overview

How Dana shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dana cares about

Wealth Management
With over three decades of experience, she provides comprehensive wealth management solutions for high-net-worth families and professionals.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), she helps business owners with succession, retirement, and liquidity planning.
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Career

Work history

4-2018
Director of Wealth and Wealth Advisor
Fairport Wealth
4-2018
Advisor
Luma Wealth Advisors
7-2013 - 4-2018
Vice President, Business Development and Financial Advisor
Prosperity Capital Advisors
6-2009 - 7-2013
Financial Advisor
Thomas McDonald Partners, LLC
2-2007 - 8-2008
Senior Financial Planner
UBS (fomerly Key/McDonald Investments)
In the press

Media appearances

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Education
2013 - 2015
RICP Certification
The American College of Financial Services
1993 - 1997
MS
College For Financial Planning Denver, CO
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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