DNA Financial

At DNA Financial, we find that everyone is not having the same financial conversation at the dinner table. Some households and families are well versed in financial matters, while many are not. An esteemed colleague and strategic partner, Shirley Luu, stated in her recent book “I.U.L ASAP?” there is a new American dream and the way we go about obtaining financial security in this new economy has changed significantly from times past. We agree emphatically.  Unfortunately, too many individuals and families have not recognized the transformation. We believe it’s important that we level the playing field and ensure that all may have the opportunity for financial success, regardless of their starting point.


While most firms won’t talk to you unless you have $250K to 1 million in assets or earn $200K in annual income, we believe your most valuable asset is your mind’s knowledge. Financial literacy is key enabler of success for the well off and the not so well off. At DNA we specialize in educating and coaching our clients on a wide array of financial topics, products, and services. Our aim is to teach our clients to become FINANCIALLY secure, responsibly INSURED and TAX wise (FIT), regardless of current income or social status.


As you navigate our site you will find it is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance to achieve financial security in this new economy. While you search our website, send us a note regarding any questions you may have about any particular financial concepts or products. We’ll get back to you quickly with a thoughtful answer.


Our team and/or strategic partners provide a wide array of products and services which can assist you in understanding, planning and implementing your unique financial well-being plans as part of your coaching and advisory team.”

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