Dana Edwards, CFP<sup>&reg;</sup> - Financial Advisor

Dana Edwards, CFP®

CSRIC®, EA

Founder & Advisor

Upbeat Financial

PO Box 942
Ada, MI 49301
FINANCIAL ADVISOR'S WEBSITE
(303) 718-7400 CONNECT WITH Dana
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General

Dana Edwards is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Upbeat Financial in Ada, MI and the surrounding communities.

Financial Advisor Overview

Upbeat Financial empowers you to cultivate a peaceful and powerful attitude toward your financial life and each financial decision you make. With thoughtful and consistent consideration, we guide you toward the financial future you want for yourself, your loved-ones, and your community. Upbeat Financial encourages you to reflect on the power money has in your life and harness it to create the financial future you want. If you’re seeking clarity, direction, and empowerment in your financial life, then Upbeat Financial is for you.

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Financial Advisor Experience

Dana is a CERTIFIED FINANCIAL PLANNER®, Enrolled Agent, and a Chartered SRI Counselor™. After earning her MBA in 2014, Dana began her career in finance in 2015. Over the next two years, she obtained the FINRA Series 7 and Series 66 securities licenses, as well as her life, health, and long-term care insurance licenses. In 2019, she became an Enrolled Agent tax professional. In 2021, she completed all requirements to obtain the CERTIFIED FINANCIAL PLANNER® designation. And finally, in 2024, she completed the requirements to become a CSRIC® professional. Dana splits her time between the foothills of the Rocky Mountains and the West Coast of Michigan. She lives with her husband and their cat, Betty. In her free time, she enjoys hiking, going on neighborhood walks with family and friends, practicing French, bird watching and cultivating a daily meditation practice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered SRI Counselor Enrolled Agent

Insurance Licenses

  • Life insurance: MI, CA, CO
  • Fixed annuities: MI, CA, CO
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Getting Divorced, Irregular Income, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources