What is a CDFA?
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. Acting as the financial neutral, Evolution Divorce Solutions can help bring clarity to the unknown, creating a kinder, and more affordable divorce solution.
Dana Calcagno is a Certified Financial Divorce Analyst® and the Founder of Evolution Divorce Solutions, an independent consulting firm based in Rochester, NY.
A Rochester native, Dana graduated from St. John Fisher College with a degree in Business, concentrating in Financial Planning, Corporate Finance, and Accounting, and entered the industry in 2007 as a Financial Advisor.
In 2014, Dana founded Evolution Financial Planning, where she provides full service financial planning and investment management, in addition to her role as a Certified Divorce Financial Analyst at Evolution Divorce Solutions.
Dana earned her CDFA designation in 2014 after training with the Durham, North Carolina-based Institute for Divorce Financial Analysts. As her primary business focus today, Dana advises her clients on how to achieve financial confidence during and after marital transitions. This little known but very powerful specialty particularly benefits Evolution Divorce Solutions women clients.
By acting as the finance expert on divorce cases, Dana educates her clients on the short and long term financial implications of divorce settlement options and crafts divorce settlements that work for both parties.
Dana Calcagno is licensed in New York State to sell life, accident, and health insurance. She also has Series 6, 7, and 63 securities credentials from the Financial Industry Regulatory Authority (FINRA).
Dana currently serves as the Leader of Rochester’s FemCity Collective. She is actively involved with the Leukemia & Lymphoma Society and a member of Team in Training, their elite athletic endurance charity program. In her free time she enjoys hiking, and traveling with her family.