Dana Morgera
Associate Advisor
Education
B.A., Psychology, University of New Haven
M.A., Sports and Athletic Administration, Gonzaga University
Financial Planning Certification, UCLA
Experience
The Upper Deck Company – Finance Analyst
San Diego Seals – Statistician
Bull Oak – Associate Advisor
Professional Bio
Dana Morgera is an Associate Advisor at Bull Oak. She is a New York native whose early career was rooted in sports business operations and community development. She took time to travel the world in her twenties, and despite seeing (and surfing) some beautiful places, she knew San Diego would eventually be the place she called home.
Since relocating to California in 2023, Dana has worked as a Financial Analyst at The Upper Deck Company and as a Statistician for the San Diego Seals. She recently graduated from UCLA with a Certificate in Personal Financial Planning and is actively working toward CFP® certification. She brings a strong analytical foundation and service-oriented mindset to her role, ensuring a high-quality client experience.
