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Dana D. Gibson, CF2

Dana D. Gibson

Dana D. Gibson

Certified Financial Fiduciary®

CF2 Since 2019

Accepts Remote Clients

Wellington, CO
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200236
Active Dates
Aug 14, 2019 – Aug 14, 2026

About Dana D. Gibson

With a myriad of changes occurring in our industry, a core attribute is adaptability. This is one of the key strengths of P.R.A.I.S. and of its' Principle Owner, Dana Gibson.
P.R.A.I.S is one of the premier Independent Retirement Planning Organizations/General Agencies in the nation. Dana has adapted to the changing needs of clients by enhancing services with full-service consulting based on a holistic, all facets approach to retirement planning & income. With his guidance and commitment to the industry, he’s driven innovation and best-in-class service on multiple fronts for nearly 1,000 clients across the United States. Dana's thought leadership is sought by many, and he frequently serves as a keynote speaker for insurance organizations, regulatory bodies and news media.
Dana is also a founding member of The Masters Institute as well as former chapter president of the Society For Financial Awareness (SOFA) and Member, Association of Financial Educators

Areas of Specialization

Retirement Planning Tax Planning Insurance Social Security
Disclosure:
Discussions of annuities, life insurance, and related products are generic and conceptual. Product features, riders, caps, participation rates, fees, surrender schedules, and tax treatment vary by carrier, contract, and state, and any specific product must be evaluated using the issuing company's official illustration and contract documents. Guarantees are backed solely by the claims-paying ability of the issuing insurance company. You should choose any annuity or insurance product based on its features and benefits — and whether you can satisfy the conditions for those features and benefits — not on its tax treatment alone.

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