Legacy Financial Group
Danielle Owen
Financial Advisor|RICP®, CDFA®
Welcome to my world!
Like many of us, I learned invaluable money lessons from my family, who often warned against repeating their mistakes. My grandparents' VHS store, once thriving, succumbed to big-brand competition, limiting our opportunities for expanding our horizons, and I recall the struggle of navigating financial aid applications starting in elementary school. We would joke that the Owens were always "Owing," serving as a reminder to break that cycle.
Determined to chart a different path, I started working early, opening a Roth IRA and handling car insurance payments to grasp financial responsibility. Proudly, I became the first in my family to graduate from college. Family holds a special place in my heart and I’m thankful to be shaped by strong women like my mother and grandmother. These experiences taught me the value of long-term thinking, delayed gratification, and the benefits of starting early—a lesson I now share with my clients, beginning with retirement planning and working backward. One of my favorite questions is, “what is your money story?” because we all have one, and it plays a crucial role in our decisions.
My Mission
Do the Right Thing and Always Be Moving Forward
Client Testimonial
Danielle embodies authenticity in every interaction. Her ability to communicate effectively is unmatched, as she fearlessly asks clarifying questions and brings clarity to even the most chaotic situations. While she may be tiny, she is mighty! Danielle’s exceptional leadership and communication skills earn the respect of those who work with her. She doesn't guess; she finds answers and owns the solutions. Proactive and solution-oriented, she isn't afraid of difficult conversations and is willing to respectfully disagree. Once a decision is made, she fully supports it and delivers on her commitments. One of Danielle's greatest strengths is her active listening. She ensures that everyone feels heard and valued, addressing varying needs with empathy and understanding. A true collaborator and champion of inclusivity, she sees each person for their potential, from junior professionals to CEOs, without judgment or ego. Danielle’s commitment to understanding and solving the needs of others makes her an invaluable asset.
Systems Thinking
How Engineering Mindsets Enhance Women's Financial Well-Being
As a former engineer and manager, I often questioned why we reinvented the wheel when I could see the bigger picture of our goals. While working in the energy efficiency industry with mission-driven companies and sustainable solutions, the joy in my career waned. Soul-searching conversations with female friends unveiled a stark contrast in financial confidence compared to men. Despite appearing to have it all together myself, I still had questions and felt insecure about my financial future and wanted to change that for others.
Those early experiences taught me how to problem-solve and use data to inform decisions. The same approach applies to financial planning - we don’t make decisions in a vacuum. I believe that neglecting to consider all aspects can lead to unintended consequences. My goal is to simplify complex financial concepts and work with you step by step to ensure clarity and progress.
Client Testimonial
Danielle is an authentic leader. She is self-reflective and a continuous learner, seeking to improve herself and expand her knowledge to have a bigger impact. She cares deeply about others and their success. She is committed to integrity and helping others achieve their goals, expand their own knowledge and access greater wellbeing in the process.
Personal Life
Away from work, I'm a Connecticut native who found her heart in Boston, relishing its vibrant yet cozy vibe. Living in Weymouth, I revel in its blend of quiet suburbia and proximity to others, enjoying walks with my terrier mix, Tuffy, and indulging in workouts, reading, gardening, or attending concerts. My love for arts and crafts spills into home decor, where I find joy in continual redecorating.
Credentials
Northwestern Mutual since 2021
Designations: RICP
Licenses: Life and Health License, FINRA Series 63 and 7
Graduate of Northeastern University
Degree: Industrial Engineering
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Boston Children's Hospital
Pushing the boundaries of what’s possible in children’s health.
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
