DANA MCDONALD
RBC WM
As a Certified Exit Planning Advisor (CEPA®), Dana McDonald is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Dana McDonald - - RBC WM - Ladera Ranch, California, city=Ladera Ranch, display_country=United States, hs_object_source_detail_1=Find A CEPA (May 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=dana-mcdonald, lname=McDonald, hs_object_source_id=enrollmentId:1700227278861;actionExecutionIndex:0, hs_createdate=1748610192427, cohortium_profile_title=Dana McDonald | Financial Advisor at RBC WM | CEPA Connect Member, state=California, id=28831425366, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Dana McDonald, email=DANA.MCDONALD@RBC.COM, cohortium_meta_description=Connect with Dana McDonald, a specialized Financial Advisor working with RBC WM based in California., cepa_attendance_sheet_url_2=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20May%202025/MCDONALD-DANA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MAY.pdf, associated_contact_record_id=92726215489, website=RBC WM, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20May%202025/9377_McDonald_CEPA-Certificate-2025-May.pdf, is_editable=editable, url_slug_2=dana-mcdonald, impersonate_user_url=https://exit-planning-institute.org/member-detail/dana-mcdonald?impersonation=true, full_name=Dana McDonald, hs_lastmodifieddate=1764932335900, phone=+19492318191, company_name=RBC WM, name=Dana, hs_object_id=28831425366, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=92694, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://RBC WM - Phone: +19492318191
- City: Ladera Ranch
- State: California
- Postal Code: 92694
- Country: United States
- Designations:
- Markets Served:
- Company Name: RBC WM
