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Dana Twight, Cfp®, Afc® is listed as Personal Finance Professional with experience, demonstrated commitment to lifelong learning, and tenacity for my clients at Magellan Federal, a with 857 employees, based in Edmonds, Washington, United States. AeroLeads shows a matched LinkedIn profile for Dana Twight, Cfp®, Afc®.
Dana Twight, Cfp®, Afc® previously worked as Personal Financial Counselor at Magellan Federal and Owner at Twight Financial Education, Llc. Dana Twight, Cfp®, Afc® studied at Kansas State University.
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I am committed to workplace financial education and coaching. It's been a goal of mine since the most recent amendment to Section 404(c). Current role: financial counseling in a military environment, which requires resilience, extended hours, a sense of humor and ability to translate financial concepts for a range of audiences. Independent, fee-only CFP® committed to client success, financial education and community building.2011: Formed Twight Financial Education,LLC. I provide financial education, training and consulting to primarily individuals. As a fee-only financial planner, (paid only by my clients), I do not sell any investment or insurance products. This allows me to offer unbiased, independent advice and knowledge without another agenda. Over the years, I've most enjoyed financial planning, retirement planning, employee 401(k) education, and investment allocation planning. My favorite experience in 401(k) employee education was visiting construction trailers to work with employees on site at some of the Puget Sound's largest firms. I've enjoyed speaking to employees at a major fashion retailer, a local real estate company, a Seattle gaming company, various city government employees and a WA manufacturing company. Plus military audiences from 12-400 individuals. Past experience in program management and event planning for United Way of King County, the League of Women Voters of King County and the Financial Education Public Private Partnership of Washington. Profiled in the Wall Street Journal, quoted in US News: Health, USA Today, and The Huffington Post, plus featured in The Seattle Times Financial Planning makeover series in 2014, 2017 and 2018. I enjoy using games to help people be more comfortable talking about big decisions.Summary: Gallup Strengths-now Clifton Strengths: My Themes: Activator, Belief, Input, Intellection, LearnerCERTIFIED FINANCIAL PLANNER™ professional; Event moderator and meeting facilitator; Employee Assistance Plan (EAP) webinar leader. Non-profit board member and past board chair.
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Marysville, Washington, United States
Continuing in my role as a Personal Financial Counselor for the military, primarily for the Army, but also Army and Air Guard, and the Navy. We research, brief, and offer objective information which helps clients achieve their goals. Delivering presentations and helping individuals with both the numbers and emotions of personal finance.
Greater Seattle Area
A goal of the graduate certificate is to enhance the skills of financial planners and others by becoming more therapeutically informed and expand the tools we can use with clients. Grateful to have had several of the founders of the discipline as my professors.
Greater Seattle Area
Twight Financial Education, provides independent information, consulting, and training to help people make the most of their financial resources. My mission is to help clients deal with confusing, uncomfortable, or difficult financial questions. Helping you make sense of your money makes me happy. Services and classes are available to individuals, families and employers. My only compensation is from clients-no commissions or fees come from the sale of investment or insurance products… Show more Twight Financial Education, provides independent information, consulting, and training to help people make the most of their financial resources. My mission is to help clients deal with confusing, uncomfortable, or difficult financial questions. Helping you make sense of your money makes me happy. Services and classes are available to individuals, families and employers. My only compensation is from clients-no commissions or fees come from the sale of investment or insurance products. Several times a year, I make more general presentations on behalf of employee assistance plans (EAP's). Anyone who is a follower of my page or profile should not be construed as someone endorsing my professional services, per industry requirements. Show less
Greater Seattle Area
Earned Competent Communicator (CC) designation from Toastmasters International in 2011. Completed Advanced Manual "Speaking to Inform" and "The Entertaining Speaker" to earn next level. Recently competed in my first speech competition. 3/16
Other employees you can reach at magellanfederal.com. View company contacts for 857 employees →
Cain T. Hill, Afc® “Great Leaders Serve First, Inspire Always"
Colleague at Magellan FederalCameron, North Carolina, United States
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KF
Kimberly Folio
Colleague at Magellan FederalAnnapolis, Maryland, United States
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John Gaddy, Ph.D.
Colleague at Magellan FederalHinesville, Georgia, United States
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BE
Brandon Eisenhart, Msc
Colleague at Magellan FederalFayetteville, North Carolina, United States
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Casey Garnett
Colleague at Magellan FederalFredericksburg, Virginia, United States
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Adrienne Ellis
Colleague at Magellan FederalClinton, Maryland, United States
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MC
Mark C.
Colleague at Magellan FederalNew Alexandria, Virginia, United States
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Pat Sebena
Colleague at Magellan FederalKenosha, Wisconsin, United States
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AD
Andrew Dixon
Colleague at Magellan FederalPflugerville, Texas, United States
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Luther Bedrion
Colleague at Magellan FederalBenin
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Quick answers generated from the profile data available on this page.
Dana Twight, Cfp®, Afc® works for Magellan Federal.
Dana Twight, Cfp®, Afc® is listed as Personal Finance Professional with experience, demonstrated commitment to lifelong learning, and tenacity for my clients at Magellan Federal.
Dana Twight, Cfp®, Afc® is based in Edmonds, Washington, United States while working with Magellan Federal.
Dana Twight, Cfp®, Afc® has worked for Magellan Federal, Twight Financial Education, Llc, and Emerald City Toastmasters Club.
Dana Twight, Cfp®, Afc®'s colleagues at Magellan Federal include Cain T. Hill, Afc® “Great Leaders Serve First, Inspire Always", Kimberly Folio, John Gaddy, Ph.D., Brandon Eisenhart, Msc, and Casey Garnett.
You can use AeroLeads to view verified contact signals for Dana Twight, Cfp®, Afc® at Magellan Federal, including work email, phone, and LinkedIn data when available.
Dana Twight, Cfp®, Afc® studied at Kansas State University.
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