Dana G. Hastings, CFP®, ChFC®, RICP®, CEPA

Director of Wealth Management, Cleveland

Dana G. Hastings joined the team in 2018 and brings more than 30 years of wealth management experience to Luma Wealth. Dana is a highly qualified financial planning and investment professional with great experience in working with high net worth individuals, executives, healthcare professionals and small business owners.

Dana’s loyalty and passion for her work plays into the meaningful, long term relationships she holds with clients. Dana started her career at Gries Financial Services Inc, and most recently came from C2P Advisory Group where she was the Vice President, working in business development.

Dana has a MBA from Baldwin Wallace College and a B.A. from Mount Union College. She earned her CERTIFIED FINANCIAL PLANNER™ certification and Master of Science in
Financial Planning from the College for Financial Planning. She also holds ChFC and RICP designations. Dana is a member of the Estate Planning Council of Cleveland, as well as the Financial Planning Association of North East Ohio. She is a Trustee of Fill This House, a faith-Based nonprofit organization. Dana is also part of the 100+ Women Who Care organization, Cleveland metro Chapter, donating to various charities in the Cleveland area.

Dana lives in Bay Village, Ohio, and has three grown children. In her spare time, she enjoys spending time with family, hiking, skiing and sailing.

Dana Hastings