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

Examiner
DISC Type : cs

Director of Wealth and Wealth Advisor at Fairport Wealth

Cleveland, Ohio, United States

Overview

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.

Personality Overview

Unexpressive

Overcautious

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care 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.
Advising Medical Professionals
Her stated specialty is providing comprehensive financial planning and wealth management for dentists and physicians.

Media Appearances

Dana has no verified media appearances

Work History

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

Education

2013 - 2015
RICP Certification from The American College of Financial Services
1993 - 1997
MS from College For Financial Planning Denver, CO

More Information

Social Presence :

Prographics :

Exp : 17 Location : Cleveland, Ohio, United States Job Level : Mid-senior Designation : Director of Wealth and Wealth Advisor at Fairport Wealth
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Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Dana

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Dana take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Dana

Personality Compatibility


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