Dana Vega

Client Service Manager



Email Address


Dana has been in the financial services industry since 1991. Her main areas of responsibility include interacting with our clients, establishing and servicing client investment accounts, processing service forms and distribution requests, and coordinating the financial planning process between our clients and the plan manufacturing team.

Professional Licenses and Education:

  • Financial Industry Regulatory Authority (FINRA): Series 7
  • California Insurance License
  • Santa Clara University