900: Dana Cornell | The Reverse Financial Plan That Builds Real Wealth
Dana Cornell (cornellcapitalholdings.com) is a financial expert with over 20 years of experience advising clients. Formerly an Executive Director at Morgan Stanley, he is now a Forbes-recognized financial consultant running his practice. He focuses on helping individuals, small business owners, and working professionals develop customized passive income and wealth accumulation strategies leveraging commercial real estate opportunities.
In addition to being a Certified Financial PlannerTM professional, Cornell has also earned the Certified Investment Management AnalystTM designation. He leverages his extensive expertise to create tailored plans to help his clients achieve their financial goals.
What Dana and Travis discussed:
Learn directly from 20+ years of financial services expertise, gain specific commercial real estate and alternative investing advice, and shift your mindset from traditional retirement planning to prioritizing buying back your time today. Dana Cornell provides a wealth of practical knowledge that can transform how savvy individuals approach investing and wealth creation.
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