Dana Hastings, CFP®, ChFC®, RICP®
Vice President of Financial Planning
Dana Hastings is the vice president of financial planning and a financial advisor for Clarity 2 Prosperity and C2P Advisory Group. She has over 30 years of experience in financial planning and investment management. Dana provides comprehensive financial planning services, including retirement distribution planning, investment management, tax planning, risk management and estate planning. Her practice is focused on high income, high net worth individuals.
Dana’s background includes roles as a senior wealth planner for UBS Financial Services, Inc. and McDonald Investments and Key Bank. Dana has industry-specific experience working with dentists and physicians as a result of her role as a senior financial consultant for Mercer Global Advisors. She also served as a financial account executive and insurance consultant for International Management Group (IMG), where she managed financial affairs and provided technical insurance and risk management support for athletes and senior executives of Fortune 500 Companies.
Dana earned her Certified Financial Planner (CFP®) designation in 1987, her Chartered Financial Consultant (ChFC®) designation in 2010, and her Retirement Income Certified Professional designation (RICP®) in 2014. She graduated with a Masters of Business Administration (MBA) from Baldwin Wallace University in 1990 and a Master of Science in Financial Planning (MS) from the College for Financial Planning in Denver, Colorado (1997). Additionally, she has served as past president and is a current member of the Estate Planning Council of Cleveland, and she is also a long-standing member of the Financial Planning Association of Northeast Ohio.
Dana is active in her community and has served on the board of the Bay Rockets Boosters Association for the past ten years. Since 2006, she has been a board member for Fill This House, an organization that supports teens who are aging out of the foster care system in Cleveland, Ohio and surrounding areas. She is also a proud member of 100+ Women Who Care in the Cleveland Metro area.
Dana is passionate about spending time with her family, fly fishing and sailing.
- Advisor with more than 30 years of experience
- Helps advisors develop financial strategies and long-term plans for their clients
- Holds her CFP®, ChFC®, RICP® MBA and MS
- Board member for charitable organization Fill This House
- Enjoys fly fishing, sailing and spending time with her family
- Estate Planning Council of Cleveland
- Financial Planning Association of Northeast Ohio
- Fill This House
- 100+ Women Who Care