About Dana Twight, CFP®, AFC®, M. Ed.

Dana Twight is the owner of Twight Financial Education ,LLC .

2021

Dana has worked in different financial fields – brokerage, financial planning, and banking.  She is a member of the Financial Planning Association of Puget Sound, and is registered with Washington state as an investment adviser. In 2017, she began to assist military members with their finances. Dana teaches classes a few times a year, and has served as an EAP presenter (Employee Assistance Plans), and a financial planning instructor for a major insurance company. Dana has also been a presenter for the Seattle League of Women Voters, Seattle AAUW, and the King County Bar. Dana served on the Washington State Board of Education from 2002-2006 and the board of the Washington Jump$tart Coalition for Personal Financial Literacy  . She served on a local retirement community’s Foundation Board, and worked as a Loaned Executive for United Way of King County. She values voting in every election.

She also wrote feature articles in the mid ’90’s for Café Olé , a specialty coffee magazine. (These features included a coffee museum in the UK, a Prague coffee shop run by a Seattleite, the Anchorage coffee scene, and topics such as shade grown coffee.) Dana has participated in The Seattle Times Financial Makeover series three times.

Dana values public service and giving back to her community; several of her favorite charities are United Way, the Alzheimer’s Association, and public radio. She is a lifelong learner, and has completed a Graduate Certificate in Financial Therapy at Kansas State University in December 2021. In January 2022 she completed the requirements for the Accredited Financial Counselor certification (AFC®).

From the Way Back Machine

Disclosure: “Twight Financial Education, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.”

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