CoverProfile

Dana Preis

Financial Advisor

Moneco Advisors

United States, New Jersey, Fairfield

About Me

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 De
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Profile Information

Financial Advisor

Moneco Advisors

Investment Team

Investor

Consultant

Fairfield

New Jersey

United States

May 16, 2024

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