Dana Specht

Dana Specht Work

Wealth Management Advisor, Managing Director

@ Clarity Wealth Strategies

Associate Vice President - Investments

@ Wells Fargo Advisors

Financial Advisor

@ Morgan Stanley

Dana Specht Education

2003 - 2005 Masters in Financial Planning in Financial Planning

College for Financial Planning
1987 - 1989 Bachelors in Finance, Real Estate & Law

California State Polytechnic University-Pomona
1986 - 1987 Associates in Business Administration

Chaffey Community College
1984 - 1986 Business Administration and Management in Business Administration and Management

Citrus Community College
1980 - 1984 High School Diploma in Business

Bonita High School

Dana Specht Skills

Financial PlanningFinancial AdvisoryEstate PlanningInvestment ManagementRetirement PlanningMutual FundsLife InsuranceLong Term Care InsuranceWork with Estate Attorneys on Probated & Administered EstatesEstate Securities ValuationsStocksBonds & Fixed Income InvestmentsAnnuitiesBusiness Retirement Plans (401k, 403b, Profit Sharing Plans, etc)College Savings PlanningQuality Client Service & AdviseEstate Investment Planning

Dana Specht Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Dana Specht work for?

Dana Specht currently works at Clarity Wealth Strategies.

What industry does Dana Specht work in?

Dana Specht's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Dana Specht located?

Dana Specht is based in or around Coeur d'Alene, ID, US.

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