Dana Sandoval, CFP®

Dana Sandoval


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Volunteer Financial Mentor

Passionate About…

  • Budgeting
  • Retirement Plans
  • Insurance/Estate Planning

Dana worked for Registered Investment Advisory firms in the Denver area. She holds a Lawyer’s Assistant Graduate program degree, with trust and estate emphasis, from the University of Sand Diego and a B.S. in Economics from Colorado State University. In addition to being a 3rd Decade Mentor, she enjoys playing golf and spending time with her family. Her hobbies include crafts and jigsaw puzzles.

A social cause I care about is...

Financial literacy. I enjoy sharing my knowledge about small changes that can have a substantial impact on individual attaining financial peace of mind.

A quote I live by is...

The golden rule.

The title of my autobiography would be...

Dana's World