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

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

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

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.

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

No media yetWe could not find public media appearances for this person.
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)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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