Dana Carney (AFC, CFP®, MSFP)
Dana Carney focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Dana is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Financial Counselor®. She holds her Bachelors and Masters degrees in Financial Planning from the University of Georgia. Dana currently serves as an Associate Wealth Manager, assisting with all aspects of financial planning while taking into consideration the holistic needs of each unique client.
Additional Information
Prior to joining River Capital Advisors, Dana worked as an educator through UGA Cooperative Extension where she assisted individuals across the lifespan in improving their financial well-being. Outside of the office, Dana enjoys volunteering, swimming, and spending time with her cat, Prada.
NAPFA Start Date
March 29, 2023
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