Hello, I'm Danielle! I am an elder millennial CERTIFIED FINANCIAL PLANNER™ professional with a decade of experience and a co-owner of Generation Wealth.
I'm a proud inclusive & ethically responsible wealth advisor on a mission to help women+ step into their Wealth Power and build their wealth, freedom, power & generational wealth the Lazy + Smart way!
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Generation Wealth are separate entities from LPL Financial.
Content provided at the event is for general information only and not intended to provide specific advice or recommendations for any individual.
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