Dana G. Hastings, CFP®, ChFC®, RICP®, CEPA
Director of Wealth Management, Cleveland
Dana Hastings joined the team in 2018 and brings more than 30 years of wealth management experience to Fairport. Dana is a highly qualified financial planning and investment professional with experience in working with executives, dentists, physicians and business owners. Dana’s loyalty and passion for her work plays into the meaningful, long-term relationships she holds with clients.
Dana has an MBA from Baldwin Wallace University and a Bachelor of Arts from University of Mount Union. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and master’s degree in financial planning from the College for Financial Planning in Denver, Colorado. She is a Certified Exit Planning Advisor (CEPA), a Chartered Financial Consultant (ChFC) and a Retirement Income Certified Professional (RICP).
Dana is a member of the Exit Planning Institute and the Financial Planning Council of Cleveland. She is also the former president and a current member of the Estate Planning Council of Cleveland. She is on the board of Fill This House, a faith-based nonprofit organization in Cuyahoga County.
Dana lives in Bay Village, Ohio, and has three grown children. In her spare time, she enjoys spending time with family, hiking, fishing and skiing.