Broker Check

Meet Danielle

I have the client—and only the client—in mind.

My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I'm confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

At our firm, we have the client—and only the client—in mind.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I will take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Danielle Green

Danielle Green, CFP®

LPL Registered Representative

408-449-9385

408-608-0409

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I can help you address your needs of today and for many years to come and look forward to working with you.