Dana Thibodeau, Cpa, Fpqp™ Email and Phone Number
Dana is an alumni of the University of Denver Master of Accountancy program and holds a Bachelor's in Finance from the University of Denver. She has a passion for personal finance and self growth. Dana is currently pursuing a CFP designation, is a licensed financial coach, licensed paraplanner and certified public accountant (CPA). With over three years experience in Wealth Management and a strong educational background, Dana is excited to make a splash in the industry. Her mission is to help people sleep better at night knowing their money is taken care of but ask her how she plans to do this in a unique way.
Learn Money Financial Coaching
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Financial CoachLearn Money Financial Coaching Jun 2023 - PresentI am here to help you sleep better at night knowing your money is taken care of. Money is personal and my one-on-one coaching program is personal to you. Through financial coaching I teach my clients to take control of their finances, live debt free, grow wealth, spend guilt free and save for their dreams. I am passionate that we can all use money as a tool to live our best lives.
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Retirement SpecialistStaffscapes Aug 2022 - PresentWestminster, Co, UsSupport small businesses in empowering their employees financial wellness through retirement plans. Staffscapes is a proud Colorado PEO working with small businesses on solving key business challenges. We are a team of specialist supporting our clients with the businesses they passionately own. From HR and payroll to specialized benefits packages we ar there to save our clients time and money running their businesses. -
Staff Tax Accountant- Wealth ManagementPlante Moran Jan 2021 - Jun 2022Southfield, Michigan, UsResponsible for the preparation of tax returns in the high-net-worth division. Prepared new and rollover returns for partnerships, corporations, individuals, gifts, trust and more. Collaborated with a review team as well as clients to complete returns to the highest standards start to finish. Proficient on multiple tax software’s, workpapers, and planning tools. Engaged with a team on tax planning, researching, and reporting for corporate, partnership, individual, international, federal, state & local taxes. -
AssociateCam Investor Solutions Sep 2019 - Dec 2020Austin, Texas, UsCollaborate with financial advisors to develop systems and processes to improve financial planning throughout the company while contributing to investment, cash flow and tax reviews. Completed quarterly client reviews with the advisor and managed systematic check-ins. Managed the roll out of financial planning software, Right Capital. Created marketing plans and content including educational articles -
InternCam Investor Solutions Nov 2018 - Aug 2019Austin, Texas, Us
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ConsultantStaffscapes Dec 2019 - Jul 2020Westminster, Co, UsPerformed live and document translations for Spanish speaking employees during the on-boarding process, primarily on benefit and insurance topics.
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NannyNanny Oct 2016 - Feb 2019
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Finance InternDenver Wealth Management Jun 2018 - Sep 2018Greenwood Village, Colorado, UsPerformed operations for customers and advisors, supported the development of financial plans using Navi plan software, learned the structure of wealth management advising, worked directly with financial advisors and served as customer care. -
AssistantFootprints Floors Nov 2016 - Jun 2017Greenwood Village, Colorado, UsWorked as an assistant in customer care, payroll, book keeping and general management. -
Finance InternDenver Retirement Partners Bok Financial Advisors Jun 2016 - Sep 2016Finance Intern with Denver Retirement Partners, Partnered with Bank of Oklahoma and Colorado State Bank & Trust. Managed role out of Black Diamond Wealth Software, life insurance customer support, compiled investment reviews, re-branding support, worked directly with financial advisors and learned the impact of financial advising on clients.
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Entreleadership With Ramsey SolutionsRamsey Solutions Mar 2016 - Mar 2016The Entreleaderhip conference and classes drove me to find my passion and career in financial planning.
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Child Care Team MemberLifetime Fitness Apr 2015 - Dec 2015Chanhassen, Mn, UsWorked as a staff member in the Child Center at the Westminster location of Lifetime Fitness. Worked Kids Corner, ran activities, supervised and cared for kids age 3 months to 11 years
Dana Thibodeau, Cpa, Fpqp™ Skills
Dana Thibodeau, Cpa, Fpqp™ Education Details
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University Of Denver - Daniels College Of BusinessAccounting -
University Of DenverBusiness Finance
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University Of Denver - Daniels College Of BusinessFinance
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Universidad Nacional De CuyoSpanish Language And Literature
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Universidad De CongresoGeneral
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University Of DenverSpanish Language And Literature
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Broomfield High SchoolHigh School
Frequently Asked Questions about Dana Thibodeau, Cpa, Fpqp™
What company does Dana Thibodeau, Cpa, Fpqp™ work for?
Dana Thibodeau, Cpa, Fpqp™ works for Learn Money Financial Coaching
What is Dana Thibodeau, Cpa, Fpqp™'s role at the current company?
Dana Thibodeau, Cpa, Fpqp™'s current role is Financial Coach with Learn Money and Retirement Specialist at Staffscapes.
What schools did Dana Thibodeau, Cpa, Fpqp™ attend?
Dana Thibodeau, Cpa, Fpqp™ attended University Of Denver - Daniels College Of Business, University Of Denver, University Of Denver - Daniels College Of Business, Universidad Nacional De Cuyo, Universidad De Congreso, University Of Denver, Broomfield High School.
What skills is Dana Thibodeau, Cpa, Fpqp™ known for?
Dana Thibodeau, Cpa, Fpqp™ has skills like Leadership, Team Leadership, Public Speaking, Microsoft Office, Social Media, Teamwork, Event Planning, Time Management, Easily Adaptable, Online Research, Microsoft Word, Microsoft Excel.
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