portrait of Dana L Wozniak
FINANCIAL ADVISOR

Dana L Wozniak

CFP®, CEPA®
3640 West 112th Avenue, Westminster, CO 80031opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Gardening
  • Golfing
  • Personal Fitness
  • Traveling

Team Members

  • Amy Ciccotti
    Sr. Branch Office Administrator
  • Emma Hubbard
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri Closed for Inclement Weather
Sat Closed for Inclement Weather
Sun Closed

Phone

(303) 460-1357

Fax

(877) 436-3189

Office Address

3640 West 112th Avenue
Westminster, CO 80031opens in a new window

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