Dana Levit (CFP®, MBA)

Dana Levit focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Additional Information

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.


NAPFA Start Date

April 06, 2001


This Office

1150 Walnut St Newton, MA 02461-1229 Phone: (617) 641-2446 Fax: (617) 641-2044