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

Dana Pollard, CFP®

CEO & Principal

Lumitas Wealth Strategies

8147 Globe Drive, Ste 245
Woodbury, MN 55125
FINANCIAL ADVISOR'S WEBSITE
(651) 204-8633 CONNECT WITH Dana
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General

Dana Pollard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lumitas Wealth Strategies in Woodbury, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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