Danielle Howard, Cfp® Cka®

Danielle Howard, Cfp® Cka® Email and Phone Number

Principal @ Danielle Howard, Certified Financial Planner™, LLC
Glenwood Springs, CO, US
Danielle Howard, Cfp® Cka®'s Location
Glenwood Springs, Colorado, United States, United States
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.

Danielle Howard, Cfp® Cka®'s Current Company Details
Danielle Howard, Certified Financial Planner™, LLC

Danielle Howard, Certified Financial Planner™, Llc

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Principal
Glenwood Springs, CO, US
Website:
daniellehoward4u.com
Employees:
2
Danielle Howard, Cfp® Cka® Work Experience Details
  • Danielle Howard, Certified Financial Planner™, Llc
    Principal
    Danielle Howard, Certified Financial Planner™, Llc
    Glenwood Springs, Co, Us
    View
  • Wealth By Design, Llc
    Owner
    Wealth By Design, Llc Feb 2012 - Present
    Basalt, Colorado, Us
    I 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 temperaments that facilitate a successful retirement season. Understanding the integrations and implications of a whole-life perspective on money mindsets and financial decisions, I guide people on the progressive journey of retirement sustainability and financial wellness.
    View
  • Danielle Howard, Certified Financial Planner™, Llc
    Principal
    Danielle Howard, Certified Financial Planner™, Llc Jul 2017 - Present
    Basalt, Colorado, Us
    Author, speaker, retreat and workshop facilitator
    View
  • Cambridge Investment Research
    Investment Advisor Representative
    Cambridge Investment Research Feb 2009 - Present
    Fairfield, Ia, Us
    Danielle 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
    View
  • Lighthouse Financial Group, Llc
    Investment Advisor Representative
    Lighthouse Financial Group, Llc Jan 2007 - Mar 2014
    Affiliate at Lighthouse Financial. Investment Advisory Representative, Providing comprehensive financial planning and asset management services
  • Howard Financial Resources
    Certified Financial Planner™ Professional
    Howard Financial Resources Dec 1991 - Apr 2013
    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 its financial implications. Our clients are looking for something above and beyond traditional financial planning and investment advice. We will facilitate an exploration of what true wealth means to you and how to live your vision of an abundant life. All of our clients are unique and it is an honor to provide clarity to the choices you have and creatively unfold your opportunities to live life to the fullest.
  • Financial Network Investment Corporation, Member Sipc
    Registered Representative, Investment Advisor Representative
    Financial Network Investment Corporation, Member Sipc Jan 2007 - Feb 2009
    El Segundo, Ca, Us
    Maintained Broker/Dealer relationship
    View
  • Ing Financial Partners
    Registered Representative,
    Ing Financial Partners May 2001 - Jan 2007
    Us
    Maintained broker/dealer relationship
    View
  • Principal Financial Group
    Registered Representative,
    Principal Financial Group Jan 1991 - May 2001
    Des Moines, Iowa, Us
    Sales rep and registered rep with Principal as broker/dealer
    View

Danielle Howard, Cfp® Cka® Skills

Strategic Financial Planning Wealth Management Investments Financial Advisory Financial Planners Holistic Health Retirement Planning Series 7 Iras Asset Managment I Help You Create An Intentional Financial Life Walk Clients Through A Comprehensive Financial Life Planning Process Educate And Assist Clients In Retirement Distribution Decisions Work With A Team To Bring Asset Management Tools To The Table For Clients Discern The Proper Financial Tools To Use To Accomplish Life Goals

Danielle Howard, Cfp® Cka® Education Details

  • Colorado State University
    Colorado State University
    Business
  • Money Quotient Financial Life Planning
    Money Quotient Financial Life Planning
    Holistic Financial Life Planning
  • College For Financial Planning
    College For Financial Planning
    Comprehensive Financial Planning

Frequently Asked Questions about Danielle Howard, Cfp® Cka®

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 the current company?

Danielle Howard, Cfp® Cka®'s current role is Principal.

What schools did Danielle Howard, Cfp® Cka® attend?

Danielle Howard, Cfp® Cka® attended Colorado State University, Money Quotient Financial Life Planning, College For Financial Planning.

What skills is Danielle Howard, Cfp® Cka® known for?

Danielle Howard, Cfp® Cka® has skills like Strategic Financial Planning, Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, Iras, Asset Managment, I Help You Create An Intentional Financial Life, Walk Clients Through A Comprehensive Financial Life Planning Process.

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