Dana J. Levit
PARAGON FINANCIAL ADVISORS
NEWTON, MA 02461
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CRD#: 4551389
Professional summary
Dana Jean Levit, CFP® is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in Newton, Massachusetts.
Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dana has worked at 2 firms and has passed the Series 65 exam.
Biography
Dana J. Levit, CFP® is the owner of Paragon Financial Advisors. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning. She is a Certified Financial Planner™ practitioner and has over ten years of experience in financial management and education.
Dana takes an active role in educating her clients about financial issues. She was previously the financial writer "And Baby" magazine, a national publication for parents and is currently the President of PridePlanners Association, a national non-profit organization whose mission is to educate financial professionals about the unique planning needs of non-traditional families. She is frequently consulted by the media and has been interviewed on NPR's Marketplace and Here and Now, the Boston Globe, and the Christian Science Monitor.
Dana holds a Master of Business Administration degree from Simmons Graduate School of Management with specializations in Finance and Portfolio Management and graduated in the top 5% of her class. She earned a Bachelor of Arts degree in Psychology and Women's Studies from the State University of New York at Buffalo where she was inducted into Phi Beta Kappa.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Income Management
Tax Planning
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Dana Jean Levit's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
March 14, 2005 - Present
PARAGON FINANCIAL ADVISORS
Office #1: 1150 Walnut St, Newton, MA 02461RIA
CRD#: 133856
NEWTON, MA
Past
December 20, 2001 - April 1, 2005
BACK BAY FINANCIAL GROUP, INC.
RIA
CRD#: 108070
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(3/14/2005)
Current Firm
PARAGON FINANCIAL ADVISORS
LEVIT, DANA JEAN | PARAGON FINANCIAL ADVISORS
CRD#: 133856 / SEC#:
Massachusetts
Registered Investment Advisory firm - (3/14/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
831 Beacon St Suite 320, Newton, MA 02459
Mailing Address
Phone number
(617) 641-2446
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 335 |
| AUM (Assets Under Management) | $ 92,000,000 |
Red Flags
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Company Information
PARAGON FINANCIAL ADVISORS
CRD#: 133856Newton, MA 02461TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
