Dana Rodrigues

Dana Rodrigues is an Educator with Financial Education Partnership, one of the largest and fastest growing financial education 501(c)(3) nonprofits in the country.

Dana is a graduate of Salem State University with a Bachelor of Science in Business Administration and Accounting. He holds his Series 7, Series 63 and Series 65 financial registrations. He also holds his Life, Accident and Health Insurance license, and is a Licensed Mortgage Loan Officer.

For over 20 years, Dana has served the needs of individuals, families, and business owners alike who seek his guidance for comprehensive financial solutions. He works with one objective in mind, to fully understand his client’s personal financial goals and strives to exceed them.

He strongly believes in helping his clients and is passionate about continued learning in order to do so. Whenever possible, he takes the opportunity to go to seminars and product trainings, and participates in a variety of continuing education courses to further develop his skillset. He is passionate about helping people pursue both their short and long-term goals and believes that everyone deserves the opportunity to face the future with confidence and hope.

Dana consistently sponsors his community by donating both time and money to local fundraisers being held by schools, town committees, and charities. He believes in supporting the community that surrounds his business. As an active member of the Lynnfield/Wakefield Chamber of Commerce, he participates and attends group sponsored activities and networking events.

Dana is a proud lifelong Bostonian. He grew up in East Boston and currently lives in North Andover with his four children. He has three successful daughters and a fantastic son. He enjoys spending time with his family and is an avid Boston sports enthusiast; you will often find him at the Garden watching his beloved Bruins.