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Danielle Howard, Cfp® Cka® Email & Phone Number
Principal
at
Danielle Howard, Certified Financial Planner™, LLC
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✓ Verified Jun 2026
3 data sources
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Current company
Role
Principal
Location
Glenwood Springs, Colorado, United States
Company size
Who is Danielle Howard, Cfp® Cka®? Overview
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Quick answer
Danielle Howard, Cfp® Cka® is listed as Principal at Danielle Howard, Certified Financial Planner™, LLC, a company with 2 employees, based in Glenwood Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Danielle Howard, Cfp® Cka®.
Danielle Howard, Cfp® Cka® previously worked as Owner at Wealth By Design, Llc and Investment Advisor Representative at Cambridge Investment Research. Danielle Howard, Cfp® Cka® holds Ba, Business from Colorado State University.
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Danielle Howard, Certified Financial Planner™, LLC
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Profile bio
About Danielle Howard, Cfp® Cka®
As a CERTIFIED FINANCIAL PLANNER™ author, speaker and founder of Wealth By Design, LLC and Danielle Howard, CFP®, she is a catalyst for change around the financial tools, techniques and temperaments that construct a person's financial life. She is a blogger, podcaster and outspoken advocate for people heading into their fall season of life.Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money. Her engaging workshop - "Financial Fingerprints to Footprints™" provides an opportunity for people to look at their mindsets around money and learn how to build on the wins or rewrite the scripts. With on-line tutorial opportunities and in person educational events, she brings a fresh perspective to the pecuniary world.Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, a Registered Investment Advisor. Cambridge and Wealth By Design, LLC. are not affiliated.
Listed skills include Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, and 11 others.
Current workplace
Danielle Howard, Cfp® Cka®'s current company
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Danielle Howard, Certified Financial Planner™, Llc
9 roles
Danielle Howard, Cfp® Cka® work experience
A career timeline built from the work history available for this profile.
Owner
CurrentI am a Certified Financial Planner™, author, speaker and personal financial thought leader who works with people within ten years of retirement and those who want to maximize their retirement experience. My 24 years of client engagement and financial world experience has led me to become a catalyst for change around the financial tools, techniques and.
Feb 2012 - Present
Principal
CurrentAuthor, speaker, retreat and workshop facilitator
Jul 2017 - Present
Investment Advisor Representative
CurrentDanielle maintains a relationship with Cambridge as her Broker/Dealer for asset management transactions, as well as with Cambridge Investment Research Advisor as her Registered Investment Advisory platform
Feb 2009 - Present
Investment Advisor Representative
Lighthouse Financial Group, Llc
Affiliate at Lighthouse Financial. Investment Advisory Representative, Providing comprehensive financial planning and asset management services
Jan 2007 - Mar 2014
Certified Financial Planner™ Professional
Howard Financial Resources
Adhering to a formal, integrative process – our clients deeply appreciate being guided through their financial life plan. This holistic approach integrates your core life values and goals with the financial tools and life resources you have. We help you banish fear, savor hope and avoid regret as you forge the course on this journey called life with all.
Dec 1991 - Apr 2013
Registered Representative, Investment Advisor Representative
Maintained Broker/Dealer relationship
Jan 2007 - Feb 2009
May 2001 - Jan 2007
Registered Representative,
Sales rep and registered rep with Principal as broker/dealer
Jan 1991 - May 2001
3 education records
Danielle Howard, Cfp® Cka® education
Ba, Business
Colorado State University
Holistic Financial Life Planning
Money Quotient Financial Life Planning
Certified Financial Planner™ Professional, Comprehensive Financial Planning
College For Financial Planning
FAQ
Frequently asked questions about Danielle Howard, Cfp® Cka®
Quick answers generated from the profile data available on this page.
What company does Danielle Howard, Cfp® Cka® work for?
Danielle Howard, Cfp® Cka® works for Danielle Howard, Certified Financial Planner™, LLC.
What is Danielle Howard, Cfp® Cka®'s role at Danielle Howard, Certified Financial Planner™, LLC?
Danielle Howard, Cfp® Cka® is listed as Principal at Danielle Howard, Certified Financial Planner™, LLC.
Where is Danielle Howard, Cfp® Cka® based?
Danielle Howard, Cfp® Cka® is based in Glenwood Springs, Colorado, United States while working with Danielle Howard, Certified Financial Planner™, LLC.
What companies has Danielle Howard, Cfp® Cka® worked for?
Danielle Howard, Cfp® Cka® has worked for Danielle Howard, Certified Financial Planner™, Llc, Wealth By Design, Llc, Cambridge Investment Research, Lighthouse Financial Group, Llc, and Howard Financial Resources.
How can I contact Danielle Howard, Cfp® Cka®?
You can use AeroLeads to view verified contact signals for Danielle Howard, Cfp® Cka® at Danielle Howard, Certified Financial Planner™, LLC, including work email, phone, and LinkedIn data when available.
What schools did Danielle Howard, Cfp® Cka® attend?
Danielle Howard, Cfp® Cka® holds Ba, Business from Colorado State University.
What skills is Danielle Howard, Cfp® Cka® known for?
Danielle Howard, Cfp® Cka® is listed with skills including Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, and Series 7.
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