Dana Peacock, Cdfa®
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Dana Peacock, Cdfa® Email & Phone Number

Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors
Location: San Diego, California, United States 2 work roles 1 school
1 work email found @octaviawa.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@octaviawa.com
LinkedIn Profile matched
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Current company
Octavia Wealth Advisors
Role
Wealth Advisor at Octavia Wealth Advisors
Location
San Diego, California, United States
Company size
25 employees

Who is Dana Peacock, Cdfa®? Overview

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Quick answer

Dana Peacock, Cdfa® is listed as Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors, a with 25 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at octaviawa.com and a matched LinkedIn profile for Dana Peacock, Cdfa®.

Dana Peacock, Cdfa® previously worked as Wealth Advisor at Octavia Wealth Advisors and Financial Consultant at Midwest Financial Partners / Axa Equitable. Dana Peacock, Cdfa® holds Bachelor’S Degree, Business Administration/Management With An Emphasis In Finance And Minor In Marketing from San Diego State University-California State University.

Company email context

Email format at Octavia Wealth Advisors

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*@octaviawa.com
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AeroLeads found 1 current-domain work email signal for Dana Peacock, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

About Dana Peacock, Cdfa®

When working to formulate a sound financial strategy, I believe in taking a long term view. My experience and hands on-approach, combined with the variety of services offered through Octavia Wealth Advisors, can help you plan for – and build – your financial future.Working together as a collaborative team at Octavia, we evaluate each issue to design a financial strategy that addresses your needs and helps you reach your goals. My goal is to deliver sound financial, investment and insurance strategies that are designed to help you.Outside of Octavia, I enjoy being active in my community and partaking in my favorite pastimes such as golfing, traveling, and cheering for my favorite sports teams!

Current workplace

Dana Peacock, Cdfa®'s current company

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Octavia Wealth Advisors
Octavia Wealth Advisors
Wealth Advisor at Octavia Wealth Advisors
cincinnati, ohio, united states
Website
octaviawa.com
Employees
25
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2 roles

Dana Peacock, Cdfa® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Octavia Wealth Advisors

San Diego, California, United States

As a wealth advisor, I understand that close, personalized guidance is essential for building a customized financial plan that effectively supports specific needs and goals. Cultivating long-term relationships and providing excellent client service are central to upholding the high standards that I believe in. As a female advisor, I am also eager to help women maximize their financial potential.Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable. For additional information, please visit our website at octaviawa.com.

Jun 2020 - Present

Financial Consultant

Midwest Financial Partners / Axa Equitable

Greater San Diego Area

Sep 2015 - Jun 2020
Team & coworkers

Colleagues at Octavia Wealth Advisors

Other employees you can reach at octaviawa.com. View company contacts for 25 employees →

KM Ksenia Mendoza, Cfp® Ksenia Mendoza, Cfp® Colleague at Octavia Wealth AdvisorsSan Diego, California, United States View → AS Alicia Strohmeier Alicia Strohmeier Colleague at Octavia Wealth AdvisorsLos Angeles Metropolitan Area, United States View → MM Maxim Meyers, Cfp® Maxim Meyers, Cfp® Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → MW Marc Wagner, Cfp® Marc Wagner, Cfp® Colleague at Octavia Wealth AdvisorsCincinnati Metropolitan Area, United States View → BK Brenda Keefe Brenda Keefe Colleague at Octavia Wealth AdvisorsDayton, Ohio, United States View → JF Jacob Flaspohler Jacob Flaspohler Colleague at Octavia Wealth AdvisorsHebron, Kentucky, United States View → NS Noah Stomberg Noah Stomberg Colleague at Octavia Wealth AdvisorsLos Angeles, California, United States View → KS Kristin Schur Kristin Schur Colleague at Octavia Wealth AdvisorsCincinnati, Ohio, United States View → CB Christopher Bertorelli, Cfp®, Cima®, Crpc® Christopher Bertorelli, Cfp®, Cima®, Crpc® Colleague at Octavia Wealth AdvisorsCoronado, California, United States View → BL Brad Lauch Brad Lauch Colleague at Octavia Wealth AdvisorsCincinnati Metropolitan Area, United States View →
1 education record

Dana Peacock, Cdfa® education

FAQ

Frequently asked questions about Dana Peacock, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Dana Peacock, Cdfa® work for?

Dana Peacock, Cdfa® works for Octavia Wealth Advisors.

What is Dana Peacock, Cdfa®'s role at Octavia Wealth Advisors?

Dana Peacock, Cdfa® is listed as Wealth Advisor at Octavia Wealth Advisors at Octavia Wealth Advisors.

What is Dana Peacock, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @octaviawa.com for Dana Peacock, Cdfa® at Octavia Wealth Advisors.

Where is Dana Peacock, Cdfa® based?

Dana Peacock, Cdfa® is based in San Diego, California, United States while working with Octavia Wealth Advisors.

What companies has Dana Peacock, Cdfa® worked for?

Dana Peacock, Cdfa® has worked for Octavia Wealth Advisors and Midwest Financial Partners / Axa Equitable.

Who are Dana Peacock, Cdfa®'s colleagues at Octavia Wealth Advisors?

Dana Peacock, Cdfa®'s colleagues at Octavia Wealth Advisors include Ksenia Mendoza, Cfp®, Alicia Strohmeier, Maxim Meyers, Cfp®, Marc Wagner, Cfp®, and Brenda Keefe.

How can I contact Dana Peacock, Cdfa®?

You can use AeroLeads to view verified contact signals for Dana Peacock, Cdfa® at Octavia Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Dana Peacock, Cdfa® attend?

Dana Peacock, Cdfa® holds Bachelor’S Degree, Business Administration/Management With An Emphasis In Finance And Minor In Marketing from San Diego State University-California State University.

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