About Dana
As a CFP professional with over 25 years of experience in the investment industry, Dana Scott provides business owners with expert advice in the areas of wealth management, retirement and tax and estate planning. Dana joined CDSPI Advisory Services Inc. in 2016 to offer her services to the dental community.
“My goal is to help my clients plan for, create and achieve financial freedom for themselves and the next generation. We do this through careful planning and excellent financial products.”
Perspective on Working with Dentists
Dana’s father was her inspiration to begin a career in finance. “He is a bit of a math whiz. From a young age he challenged me to think quickly, and to practice mental math daily. He made math easy, and this began my love of numbers. At the start of my career, I jumped at the opportunity to work for a mutual fund company.”
Every client is different, and each has their own goals. “My first meetings with clients focus on understanding who they are, what’s important to them and what they would like to achieve in the future. By listening and understanding their financial circumstances, I can put a plan in place to reach those goals. These goals can include saving for a new home, buying a practice, retiring early, protecting their personal and business assets, reducing their tax bill, leaving a larger estate, or making charitable contributions. My clients often have complex financial planning needs and I enjoy finding creative solutions for them.”
“CDSPI is an organization that puts its clients first and is constantly striving to improve. As an employee, I enjoy the warm, inclusive, and supportive culture. It is a great environment where everyone is encouraged to succeed.”