Dana Bath, CDFA^®

Wealth Advisor

Dana leverages her 30+ years of experience in financial planning to deliver exceptional client service at Aveo Capital. As a skilled Financial Planner and Certified Divorce Financial Analyst^® (CDFA^®), she designs personalized financial strategies and guides clients through complex financial situations. Dana’s commitment to her clients’ well-being fosters enduring relationships, earning her recognition for her compassion and unwavering support.

Education

Dana is a graduate of the University of Colorado.

Personal

As a leader in the community, her positions and accomplishments include Finance Committee Chair – SkyView Academy, Board Financial Advisor – Christian Women’s Business Owners (CWBO) and Founding Board Member/Treasurer – Arresting Love Ministries, a Christian based organization whose mission is to support and help woman married to individuals in law enforcement.

Dana is married with two children. In her free time, she enjoys crafting, volleyball and traveling with her family.