Dana Delance

Wealth Advisor at Viewpoint Financial Network - Pleasanton, California, United States

Dana Delance's Colleagues at Viewpoint Financial Network
Molly Quenzer

Director, Financial Reporting

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Grace Karaki

Client Services Associate

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Kara Stoecklein

Senior Vice President, Human Resources

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Alex Vazquez

Operational Specialist

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Ethan Scheuring

Technology Associate, Help Desk

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Jana Kinnaman

Senior Associate, Corporate Development & Strategy

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Dana Delance's Contact Details
HQ
Location
Chicago,Illinois,United States
Company
Viewpoint Financial Network
Dana Delance's Company Details

Viewpoint Financial Network

Pleasanton, California, United States • 11 - 50 Employees
Financial Services

Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important.Our clients include individuals, families & institutions. Our wealth solutions include:• Wealth planning• Investment advisory services• Multi-generational wealth planning• Risk Management• Philanthropy• Executive compensation planning• Business succession planning• Family office services• Retirement planningTo learn more about us, please visit marinerwealthadvisors.com.Mariner Wealth Advisors ("MWA") is an SEC registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training. For additional information, including fees and services, please read detailed disclosures carefully before you invest at http://www.marinerwealthadvisors.com/legal. Third‐party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser. Information included here may include statements concerning financial market trends and/or individual stocks, and is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Brokerage Services are provided by MSEC, LLC Member FINRA & SIPC, an affiliate of Mariner Wealth Advisors

Details about Viewpoint Financial Network
Frequently Asked Questions about Dana Delance
Dana Delance currently works for Mariner Wealth Advisors.
Dana Delance's role at Mariner Wealth Advisors is Wealth Advisor.
Dana Delance's email address is ***@marinerwealthadvisors.com. To view Dana Delance's full email address, please signup to ConnectPlex.
Dana Delance works in the Financial Services industry.
Dana Delance's colleagues at Viewpoint Financial Network are Molly Quenzer, Loy-Anne Harrison, Grace Karaki, Kara Stoecklein, Alex Vazquez, Ethan Scheuring, Jana Kinnaman and others.
Dana Delance's phone number is
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