Paragon Financial Advisors

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Meet Dana J. Levit

Dana J. Levit, CFP® is the owner and principal advisor of Paragon Financial Advisors. She is a Certified Financial Planner™ and brings over twenty years of experience in financial management and education to meeting her clients' needs.

Dana founded Paragon Financial Advisors in 2005, and has been helping her clients explore and achieve their life goals ever since. Her fee-only approach ensures clients get unbiased advice on the full spectrum of financial strategies and investment products.

Dana holds a Master of Business Administration degree from Simmons Graduate School of Management with a specialization in Finance and graduated in the top 5% of her class. She earned a Bachelor of Arts degree in Psychology and Women's Studies from the State University of New York at Buffalo where she was inducted into Phi Beta Kappa. Dana completed the coursework for the Certified Financial Plannerâ„¢ designation at Northeastern University in Boston, MA. Prior to founding Paragon Financial Advisors, Dana was a financial advisor at another fee-only financial planning firm.

Dana genuinely enjoys getting to know her clients and helping them achieve their dreams. She also loves the educational aspect of her job, and is happy to share her knowledge and answer questions, so her clients can gain better clarity and confidence in their decisions.

In her spare time, Dana enjoys spending time with her children and a range of athletic activities, from pickleball and volleyball to hiking and x-country skiing.

Dana J. Levit

“I believe that the role of a financial planner is to be an educator. I love that my job is to help clients create the lives they want through making informed financial decisions.”

~Dana J. Levit~

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