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Dana T

CFP®, Series 63, Series 66

Edmonds, WA

Twight Financial Education, LLC

Dana Twight is a CFP® with 16 years of industry experience and is the principal of Twight Financial Education, LLC. She has worked at Zeiders Enterprises, Inc. since 2014 and provides personal financial counseling to military service members through that role. Additionally, she presents employee-assistance program workshops and webinars for My Secure Advantage. Twight Financial Education, LLC delivers financial education, written plans, and consulting to individuals, families, businesses, and nonprofits, focusing on workplace retirement education and group seminars. The firm emphasizes education and planning without discretionary asset management, serving both individual and institutional clients, including military personnel, through hourly-fee engagements.

General retirement planning Cash flow / budgeting General estate planning guidance College savings (529s, UTMA, etc.) Debt management Young Families Parents
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