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You Deserve Financial Excellence, LGBTQIA+

You Deserve Financial Excellence, LGBTQIA+

Wherever you want to go, I'm ready to help at every step of the journey.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Who I Am

Who I Am

I work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to my collaborative and transparent methods, you'll always know exactly where you stand.

Meet Danielle

How I Help

In addition to working together toward real, year-after-year growth, I'll help you find the freedom to achieve your dreams.


Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible advisor to help every step of the way.


Dream big, have fun, and watch your finances grow.


With decades of experience, I'm ready to support you in every way.


If you’re looking for tax knowledge that rivals the IRS, from the everyday tax issues to the obscure, I have you covered.


It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I'll help create an estate plan perfect for your family's situation.


Wealth management is one of the most overlooked parts of building a sound retirement strategy. Let me help you generate wealth now, while I build the perfect tomorrow.

Schedule an appointment to learn how I may<strong>&#160;help you reach your goal.</strong>

Schedule an appointment to learn how I may help you reach your goal.

What Sets Me Apart

I love to help navigate the intersection of life and financial preparation. With my support, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.

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1226 Lincoln Avenue Suite 200

San Jose, CA 95125