Danielle - The Financial Advisor
Danielle opened her practice in 2016, but her love for financial planning started long before then.
Raised by parents who worked in financial services, financial security has been in her blood since the day she was born. Her parents made sure that she started saving early, one month old to be exact. Danielle remembers coming home from babysitting jobs, and her parents would never fail to remind her that “half goes in the bank.”
Finances have always been a family affair and from her parents is where she learned invaluable practical lessons about how to help clients achieve their short, mid, and long term goals.
Today, she runs a successful financial planning practice in Orlando, Florida. Danielle specializes in providing strategic, comprehensive advice to help successful women, attorneys, nurses, business owners, and millennials meet their financial goals. She enjoys the Retirement Planning and Tax-Efficiency of her practice.
Education
- University of Florida - Political Science (Bachelor of Liberal Arts and Sciences)
- University of Florida - Warrington College of Business Administration - Business Management (MSM; Master's of Science)
Meet Danielle
Danielle is a Florida native, who grew up in Coconut Creek, Florida. She moved to Gainesville to pursue her undergraduate and masters’ degrees at The University of Florida (Go Gators)! Danielle now resides in Longwood, FL with her husband Sam and their two daughters - Esti & Shyla. Danielle enjoys practicing yoga, wine tastings, reading, being outdoors and precious family time.
Danielle's parents instilled a desire and passion in her that she could have anything and be anything if she worked hard, was ethical, and honest.
Danielle started her babysitting career at age 12. Then she worked at Publix for five years. When she left for Gainesville, Danielle continued working while studying at UF. These work experiences instilled in her the value of a dollar, working hard, and that goal setting will allow you to reach your dreams.
Danielle brings this passion, drive and desire to her clients every day. As Danielle grows her business she never loses site of the reason that she began her financial planning career - to help her clients have a stronger financial future while protecting their loved ones.
Community Service
Giving back to the community is a big part of who I am. I am passionate about Chabad of Altamonte Springs and Jewish Beginnings Pre-School. I am also excited to be a sponsor for the annual Jewish Pavilion Golf Tournament.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
