Danielle Nava, Cfp®
AeroLeads people directory · profile

Danielle Nava, Cfp® Email & Phone Number

Co-Founder & VP of Generation Wealth | CERTIFIED FINANCIAL PLANNER™ | Co-Host of Wealth by Design Podcast at Generation Wealth
Location: Lake Charles, Louisiana, United States 12 work roles 1 school
2 phones found area 337 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (337) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Co-Founder & VP of Generation Wealth | CERTIFIED FINANCIAL PLANNER™ | Co-Host of Wealth by Design Podcast
Location
Lake Charles, Louisiana, United States

Who is Danielle Nava, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Danielle Nava, Cfp® is listed as Co-Founder & VP of Generation Wealth | CERTIFIED FINANCIAL PLANNER™ | Co-Host of Wealth by Design Podcast at Generation Wealth, based in Lake Charles, Louisiana, United States. AeroLeads shows phone signal with area code 337 and a matched LinkedIn profile for Danielle Nava, Cfp®.

Danielle Nava, Cfp® previously worked as Co-Owner and Vice President at Generation Wealth and Co Host at Wealth By Design Podcast. Danielle Nava, Cfp® holds Bachelor’S Degree, Marketing from Louisiana State University.

Company email context

Email format at Generation Wealth

This section adds company-level context without repeating Danielle Nava, Cfp®'s masked contact details.

Generation Wealth

Review company-level records connected to Danielle Nava, Cfp® before choosing the right outreach path.

Profile bio

About Danielle Nava, Cfp®

My name is Danielle, and I am the co-owner and VP of Generation Wealth LLC. I am proud to be an inclusive CERTIFIED FINANCIAL PLANNER™ helping women plan comprehensively & sustainably to build their wealth. Our financial planning-centric firm serves modern professionals, business owners, and families who are ready to work towards financial freedom and live life on their terms. I am passionate about teaching women financial literacy, and you can take the first step in building your wealth with my FREE 5-Step Roadmap Towards Building a Solid Wealth Foundation: bit.ly/DanielleNavaFreeRoadmapFor more information about our services, process & team, visit thegenerationwealth.com.If you’re ready for your Discovery Call, go here to schedule: bit.ly/GenerationWealthDiscoverPH: (337) 602-6740EM: danielle@thegenerationwealth.comwww.thegenerationwealth.comThe advisor representative of NewEdge Advisors, LLC is also a registered representative of and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’. Investment advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as dba Generation Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Generation Wealth unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity as to accuracy or completeness.

Listed skills include Small Business Consulting, Financial Advisory, Strategic Planning, Business Owner Planning, and 19 others.

Current workplace

Danielle Nava, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Generation Wealth
Generation Wealth
Co-Founder & VP of Generation Wealth | CERTIFIED FINANCIAL PLANNER™ | Co-Host of Wealth by Design Podcast
AeroLeads page
12 roles · 22 years

Danielle Nava, Cfp® work experience

A career timeline built from the work history available for this profile.

Co-Owner And Vice President

Current

One Lakeshore Dr. Suite 1200 Lake Charles, La 70629

We are a family-owned comprehensive wealth management company located in Lake Charles, LA. Our professionals have over 40 years of experience in financial services. We help modern professionals, business owners, and families align their money with their life and build wealth. We look forward to working with you through all stages of your life.For more information about our services, team, podcast & additional free resources, visit THEGENERATIONWEALTH.com. The advisor representative of NewEdge Advisors, LLC is also a registered representative of and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’. Investment advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as dba Generation Wealth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba Generation Wealth unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of LPL Financial or NewEdge Advisors, LLC and have not been reviewed by either entity as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Generation Wealth are registered to do business, please visit www.thegenerationwealth.com.

Mar 2017 - Present

Co Host

Current

Lake Charles, Louisiana Area

A podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs and professionals about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique challenges and opportunities presented by self-employment and entrepreneurship. Each episode is designed to show you how to feel secure, wealthy, and in control of your money + biz.Dustin R. Granger, CEO & CFP ®️Danielle Granger Nava, VP & CFP ®️

Nov 2017 - Present

Founder

Showmeyournola

Www.Showmeyournola.Com

A lifestyle blog that shows you how to do New Orleans like a local.

Sep 2013 - Dec 2019

Financial Advisor

Greater New Orleans Area

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth - now and for generations to come.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Oct 2015 - Mar 2017

Owner/Founder

Sociologie, Llc

New Orleans, Louisiana

Boutique social media consulting and management for business owners.

May 2014 - Dec 2015

Star Stylist

A company inspired by and created for smart women-who happen to have smashing taste. Yes, we are a jewelry company with an irrisistible new line. But we offer it to you with exceedingly personal service, modern business savvy, and gobs of passion. We think of ourselves as a people company.

Jan 2011 - Dec 2015

Sales Manager

Thrive Magazine
Apr 2007 - Jun 2011

Board Member

Fusion Five
Sep 2010 - May 2011

Assistant Chair For Marshes To Mansions (Cookbook)

Junior League Of Lake Charles, Inc.
May 2010 - May 2011

Board Member

Advertising Federation Of Lake Charles, La
2008 - 2009 ~1 yr

Marketing Assistant

Healthy Image
Apr 2007 - Apr 2008
1 education record

Danielle Nava, Cfp® education

FAQ

Frequently asked questions about Danielle Nava, Cfp®

Quick answers generated from the profile data available on this page.

What company does Danielle Nava, Cfp® work for?

Danielle Nava, Cfp® works for Generation Wealth.

What is Danielle Nava, Cfp®'s role at Generation Wealth?

Danielle Nava, Cfp® is listed as Co-Founder & VP of Generation Wealth | CERTIFIED FINANCIAL PLANNER™ | Co-Host of Wealth by Design Podcast at Generation Wealth.

What is Danielle Nava, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 337 for Danielle Nava, Cfp® at Generation Wealth.

Where is Danielle Nava, Cfp® based?

Danielle Nava, Cfp® is based in Lake Charles, Louisiana, United States while working with Generation Wealth.

What companies has Danielle Nava, Cfp® worked for?

Danielle Nava, Cfp® has worked for Generation Wealth, Wealth By Design Podcast, Showmeyournola, Wells Fargo Advisors, and Sociologie, Llc.

How can I contact Danielle Nava, Cfp®?

You can use AeroLeads to view verified contact signals for Danielle Nava, Cfp® at Generation Wealth, including work email, phone, and LinkedIn data when available.

What schools did Danielle Nava, Cfp® attend?

Danielle Nava, Cfp® holds Bachelor’S Degree, Marketing from Louisiana State University.

What skills is Danielle Nava, Cfp® known for?

Danielle Nava, Cfp® is listed with skills including Small Business Consulting, Financial Advisory, Strategic Planning, Business Owner Planning, Investments, Retirement Planning, 401K Rollovers, and Social Media Marketing.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.