Dana Preis has been serving the financial planning and insurance needs of his clients since 1999. He specializes in comprehensive financial planning for business owners, families with children, and retirees.
Dana has in-depth experience in Retirement Strategies, College Planning, and Insurance (Life, Disability, and Long Term Care) – which are his specialties here at MONECO.
Dana graduated from the University of Connecticut in 1993 and holds his Retirement Income Certified Professional® designation through the American College of Financial Services. Dana also serves on the board of the Congregation for Humanistic Judaism of Fairfield County.
Dana lives in Easton, Connecticut with his wife Deirdra and their three daughters, Samantha, Julia, and Anne.
Get to Know Dana...
Favorite part about working at MONECO: From fellow advisors and those that help us run smoothly, I could not ask for a better or more dedicated group like MONECO.
Favorite thing to do outside of work: In my free time, I like to relax and play my guitar.
Biggest challenge at MONECO: To always be able to provide helpful guidance to my clients in an ever-changing world.
Most enjoyable aspect of financial advising: Working with my clients to plan, follow, and help them in achieving their financial goals.
Quotation: “Great minds discuss ideas; average minds discuss events; small minds discuss people.” -Eleanor Roosevelt
Vacation Spot: Hawaii
TV Show: “The West Wing”
Genre of Music: Jazz
Sports Team: New York Yankees
Dana also serves on the board of The Congregation For Humanistic Judaism of Fairfield County. Additionally, he volunteers weekly with Food Rescue US, which provides food for the needy.