Professional Designations & Affiliations

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  Dana Menard is a NAPFA-Registered Financial Advisor

  The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

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  Dana Menard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

  CFP^® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP^® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP^® Certification Exam before they can use the CFP^® designation.

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  Dana Menard is a member of The Financial Planning Association® (FPA®)

  FPA® is the largest membership organization for CFP^® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

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  Dana Menard is a Member of the XY Planning Network

  The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

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  Dana Menard is a Registered Life Planner® (RLP®)

  A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.

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  Dana Menard is a Certified Exit Planning Advisor® (CEPA®)

  The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.

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  Dana Menard is a Certified Digital Asset Advisor (CDAA)

  Certified Digital Asset Advisors are educated in both the traditional and digital financial world. Advisors go through in-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education. Financial advisors that have completed the CDAA course and passed the exam have demonstrated competency in understanding how digital assets work, the role they play, the risks that follow, and how they can fit into your financial picture.