Danielle Nava, Cfp® Email and Phone Number
Danielle Nava, Cfp® phone numbers
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.
Generation Wealth
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Co-Owner And Vice PresidentGeneration Wealth Mar 2017 - PresentOne Lakeshore Dr. Suite 1200 Lake Charles, La 70629We 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.
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Co HostWealth By Design Podcast Nov 2017 - PresentLake Charles, Louisiana AreaA 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 ®️ -
FounderShowmeyournola Sep 2013 - Dec 2019Www.Showmeyournola.ComA lifestyle blog that shows you how to do New Orleans like a local.
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Financial AdvisorWells Fargo Advisors Oct 2015 - Mar 2017Greater New Orleans AreaMaking 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. -
Owner/FounderSociologie, Llc May 2014 - Dec 2015New Orleans, LouisianaBoutique social media consulting and management for business owners.
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Star StylistStella & Dot Family Of Brands Jan 2011 - Dec 2015A 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. -
Sales ManagerThrive Magazine Apr 2007 - Jun 2011
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Board MemberFusion Five Sep 2010 - May 2011
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Assistant Chair For Marshes To Mansions (Cookbook)Junior League Of Lake Charles, Inc. May 2010 - May 2011
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Board MemberAdvertising Federation Of Lake Charles, La 2008 - 2009
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Marketing AssistantHealthy Image Apr 2007 - Apr 2008
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Assistant Media BuyerThe Moran Group 2005 - 2006
Danielle Nava, Cfp® Skills
Danielle Nava, Cfp® Education Details
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Marketing
Frequently Asked Questions about Danielle Nava, Cfp®
What company does Danielle Nava, Cfp® work for?
Danielle Nava, Cfp® works for Generation Wealth
What is Danielle Nava, Cfp®'s role at the current company?
Danielle Nava, Cfp®'s current role is Co-Founder & VP of Generation Wealth | CERTIFIED FINANCIAL PLANNER™ | Co-Host of Wealth by Design Podcast.
What is Danielle Nava, Cfp®'s direct phone number?
Danielle Nava, Cfp®'s direct phone number is +133752*****
What schools did Danielle Nava, Cfp® attend?
Danielle Nava, Cfp® attended Louisiana State University.
What skills is Danielle Nava, Cfp® known for?
Danielle Nava, Cfp® has skills like Small Business Consulting, Financial Advisory, Strategic Planning, Business Owner Planning, Investments, Retirement Planning, 401k Rollovers, Social Media Marketing, Sales, Advertising, Fashion, Social Media.
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