Our Team Dana Anspach

Dana M. Anspach, CFP^® is a principal of Wealth Management Solutions as well as a financial advisor. Her area of expertise is working with pre and post retirees who have a need to generate income from their assets. She recognizes that these clients have unique needs, as they can not easily go back to work to recoup portfolio losses.

She has been practicing since 1995, previously working as a district manager at Waddell & Reed and as a financial advisor with Merrill Lynch in Colorado. This experience led her to pursue fee-only financial planning as the only way to offer truly unbiased advice.

Dana moved to Arizona in 2001 to manage the wealth management division of a local CPA firm, a position which allowed her to work with many small business owners, assisting with business transition and estate planning concerns.

For the past three years, Ms. Anspach has been invited to speak at a Fortune 500 company on the topics of short-term retirement planning and investing for income. Dana has been quoted in the Journal of Financial Planning and published in the Express Network Newsletter for the American Business Women’s Association.

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