Broker Check
Dana Binsbachar, AAMS®, AIF®, CEP®, CRPC® conferred by College for Financial Planning

Dana Binsbachar, AAMS®, AIF®, CEP®, CRPC® conferred by College for Financial Planning

Founder/ Financial Planner

 

If there are two things that Dana Binsbachar is passionate about, it's his career and his faith. As a financial planner, Dana gets to help people with something that most of his clients don't know about or don't enjoy and in the process, he establishes deep, meaningful relationships with them! He has always been in the services industry, having worked at his family's jewelry store in college, and entered the financial industry in 1997. Today, he holds the following designations, Accredited Asset Management Specialist® (AAMS), Accredited Investment Fiduciary® (AIF), Certified Estate Planner (CEP®), and Chartered Retirement Planning Counselor® (CRPC conferred by College by College for Financial Planning). With all this education, it's a wonder that Dana has any time to do anything else! But rest assured, there's plenty of time to acquire new clients, meet with existing clients, and oversee the firm's growth and health.

Those who know Dana know how passionate he is about growing his faith and serving his community. He spends about 8 to 16 hours a week volunteering as the Missions Team Leader, where he and his church community spread the love and message of Jesus Christ (and he considers it a blessing to be able to do so!). In addition to his relationship with The Lord, his relationships with his family are everything! Dana has two grown children and he and his wife adopted a 5 year old daughter, as well. Together, they enjoy tending to the ranch, spending time with friends, and going to church. In fact, if he weren't a financial planner he might like to be a pastor!