Dana Whitfield

Dana Whitfield is a CERTIFIED FINANCIAL PLANNER™ who worked for over a decade inside a regional credit union's wealth management desk, where she built savings and short-term cash plans for clients ranging from new grads to retirees. She joined Coinpurse to bring that same account-by-account, math-first approach to a wider audience, with a particular focus on savings accounts, money market products, and the fine print banks tend to bury. She still keeps a running spreadsheet of live APYs across a dozen banks, which she updates herself before every review.