About DNA Financial

Financial Planning & Wealth Management Services

DNA Financial is a minority owned Registered Investment Advisory firm offering holistic financial planning, wealth management, financial consulting, and advisory services registered as a Limited Liability Company organized in the State of Nevada. Our firm services individuals, business entities, and ...

Enriching Lives Through Financial Independence

Our firm is dedicated to creating a world free of poverty and enriched with financial independence. As the first of its kind in our state, we specialize in serving the unique financial needs of millennials, start-ups, entertainers, and athletes. Our focus on serving the underserved community sets us apart and ...

Our Evolution to Success

Since 2007, our company has evolved from owning a captive insurance and financial services agency to our parent company DWJ Holdings, holding a full-service independent insurance brokerage, full-service lifestyle real estate brokerage, multi-channel professional services agency, and minority owned registered ...