Broker Check
Danielle Green, CFP®

Danielle Green, CFP®

LPL Registered Representative

As a Certified Financial Planner (CFP®) financial professional and an active member of the community, Danielle is dedicated to helping individuals and businesses understand their financial profile and build their financial futures. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.

Her academic achievements include a BA from Indiana University (2003) and receiving CFP® credentials after attending the University of California Santa Cruz's Personal Financial Planner program (2008).

She joined her grandmother's practice in 2004, taking on more of the business each year until her grandmother's retirement in 2016. She founded Daley-Green Financial services as a solo-practitioner in 2017. It was during these years in the business that she developed her practical signature approach she uses in offering financial services and advice to her clients.

Maintaining a strong sense of community and a solid professional foundation are very important to her. Over the years she has been involved in Silicon Valley Rainbow Chamber of Commerce, The Human Rights Campaign's San Francisco Steering Committee and the Silicon Valley Network Referral Group.

As an active member of the local LGBT community Danielle has learned the ins and outs of financial planning for a broad spectrum of life situations facing all the types of modern families in this great San Francisco Bay area and beyond. She prides herself on understanding the special goals and desires of blended families, single parents, unmarried couples, widow(er)s and lifetime singletons.

When Danielle steps away from the office she enjoys wine tasting on the first California Wine Trail in Livermore; great travel adventures all over the world with her wonderful wife Cherie; and spending time with their families, both given and chosen.

In 2020 Danielle and Cherie welcomed their first child Drew, then in 2022 they welcomed home Baby sister Emily.