Dana Peacock is a wealth advisor in the San Diego office at Octavia Wealth Advisors. She is passionate about understanding the nuances of each client’s unique financial life and personal situation. Dana understands that close, personalized guidance is essential for building a customized financial plan that effectively supports specific needs and goals. Cultivating long-term relationships and providing excellent client service are central to upholding the high standards that Dana believes in. As a female advisor, she is also eager to help women maximize their financial potential.
Prior to joining Octavia’s team in 2020, Dana spent five years at Midwest Financial Partners. Before that she interned at both the StepStone Group, a global market investment firm, and UBS financial services.
Dana holds a bachelor’s degree in business administration and management from San Diego State University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst (CDFA®).
On the personal side
A proud sorority sister, Dana oversees the housing development needs of the Delta Gamma Sorority at San Diego State University. For 35 years, the Delta Gammas have rented homes on campus. But in the fall of 2019, Dana and her fellow committee members finally achieved their goal of purchasing a “forever” sorority house. Dana also loves playing sports and cheering for her favorite teams.