Legacy Financial Group
Danielle Owen
Financial Advisor|RICP®, CDFA®
Meet Our Team
Financial planning shouldn’t be shrouded in mystery and blind trust, it should be educational and tailored to the client’s needs. Our team brings the experience and clarity needed to make those conversations simple and to make the bigger picture attainable. We partner with women and pre-retirees from Boston to LA nationwide to empower them to have the financial confidence to live now while preparing for later.
Sarah Looney
Associate Financial Representative
A UMass Boston graduate, Sarah began working for Northwestern Mutual in December of 2022 after managing a health club for 7 years.
Sarah assists Danielle with helping her clients reach financial confidence and success through:
- Management of insurance and investment products from start to finish.
- Creation of Financial Planning presentations and meeting preparation.
- Assistance with client needs along the way as their lives, goals, and situations change.
In her spare time, Sarah enjoys sharing her love of music and fitness with her adorable toddler. When not at home on the South Shore, you can find her hiking and kayaking in her childhood stomping grounds, the Lakes Region in New Hampshire.
