Broker Check

Dana Calcagno, CDFA

Dana Calcagno, CDFA

[email protected]

Dana Calcagno-Wilkins founded Evolution Financial Planning to introduce her client-focused and woman-empowering brand of financial advising to the Rochester, New York, market.

Dana focuses on helping identify individual needs, and provides creative strategies to help clients achieve financial goals. Regular investment in educational opportunities builds Dana’s skillset in the field of finance. She is licensed in New York State to sell life, accident, and health insurance. She also holds her Series 6, 7, and 63 securities credentials from the Financial Industry Regulatory Authority (FINRA), and is registered throughout multiple states across the country.

In addition to financial planning, Dana Calcagno-Wilkins is a Certified Divorce Financial Analyst (CDFA™), trained by the Durham, North Carolina-based Institute for Divorce Financial Analysts™. Dana advises her clients on how to achieve financial confidence during and after marital transitions. By acting as the finance professional on divorce cases, Dana educates her clients on the short and long term financial implications of divorce settlement options.

Dana is a graduate of St. John Fisher College with a degree in Business, concentrating in Financial Planning, Corporate Finance, and Accounting. A Rochester native, Dana has long been a fundraiser for the Leukemia & Lymphoma Society and is now a member of their Team In Training, an elite athletic endurance charity program. She is also active in women’s business organizations, including FemCity Rochester, where she currently serves as Vice President.