
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
Profile Information
Financial Advisor
Moneco Advisors
Investment Team
Investor
Consultant
Fairfield
New Jersey
United States
May 16, 2024
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