Danielle’s clients value the close personal relationships she builds with them and the education and empowerment she provides. Her primary focus is helping retirees and pre-retirees plan for and enjoy a comfortable standard of living in retirement.
“I help people avoid costly mistakes in retirement,” Danielle says. “When you are no longer working, mistakes become more costly.”
Danielle is well-versed in retirement income planning. “Making your money work for you and providing a lifetime of rising income is very different than just growing your money in a 401(k),” Danielle says. “My main goal is that our clients enjoy the lifestyle they have earned and deserve after a lifetime of saving. This approach allows our clients the freedom to do what they want, when they want.
“Many times, my job is telling clients, ‘You can afford that!’ Clients sometimes refer to me as ‘The steward of their financial future,’” Danielle says.
Danielle also has a particular affinity for helping women executives, widows and divorcees manage their wealth, and she does so with great empathy and understanding. “I think women are a bit more concerned about addressing the financial worry of running out of money or not being a burden to their families. But I also find many women don’t want to be just told what to do, they want a financial partner to work with them, empower them and navigate challenges together,” Danielle says.
As a Certified Financial Panner™ professional, Danielle has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. She adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Danielle is also a Certified Divorce Financial Analyst® who understands the financial complexities that those going through a divorce may encounter, and she empowers them to make well-informed decisions throughout the process.
Meeting face to face with her clients is a large part of Danielle’s day. “We meet with our clients as frequently as they need,” Danielle says. “If a client is selling a business or going through a major life change, we may need to meet more often. If clients are at a point in their life where it’s smooth sailing and everything is on cruise control and they are enjoying life, we will meet less frequently.”
Danielle is passionate about financial literacy and education. She is a well-known speaker and educator and currently teaches personal finance at the Osher Lifetime Institute at California State University, Fullerton in the fall and spring semesters. She also devotes time to mentoring other financial advisors.
Many years into her career, Danielle realized that to truly help her clients invest and plan for their financial futures the way she wanted to, she would need to start her own company. She did just that in 2014, founding Blunt Wealth Services and aligning with Raymond James. It allows her access to the robust resources and state-of-the-art technology of one of the largest independent financial services firms. But most important, it gave her the independence to provide objective advice based solely on the best interests of her clients.
Previously in her career, Danielle was a financial advisor at Edward Jones and the South Pacific director of International Student Volunteers, where she managed student programs in Australia, New Zealand and South Africa. Earlier, she served as an accountant for a professional hockey league. She is a graduate of UCLA, where she earned a bachelor’s degree in economics.
Danielle was born and raised in Southern California, and today lives in Anaheim Hills with her husband, Eric, and her children, Spencer, Amanda and Olivia. Danielle and her husband are avid RVers and will often tow along Eric’s jeep and some bicycles allowing them to explore wherever they set down.
Danielle has a passion for traveling and exploring other cities or countries, meeting locals and exploring new cultures and food. She is a major foodie and loves food events, wine tastings and live music.
Recent accolades
2023: Danielle Blunt named to Forbes’ List of Top Women Wealth Advisors Best-In-State
2022: Danielle Blunt named to Forbes’ List of Top Women Wealth Advisors Best-In-State*
2021: Danielle Blunt named to Forbes’ List of Top Women Wealth Advisors**
2021: Danielle Blunt named to Working Mother’s annual list of Top Wealth Advisor Moms***
2021: Danielle Blunt named to Forbes’ List of Best-In-State Wealth Advisors****
2020: Danielle Blunt named to Forbes’ List of Top Women Wealth Advisors*
2020: Danielle Blunt named to Working Mother’s annual list of Top Wealth Advisor Moms**
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ (IDFA) in the U.S. and/or other countries. The designation of Certified Divorce Financial Analyst® is awarded by IDFA to individuals who successfully complete the training and test requirements set by IDFA.
Raymond James is not affiliated with any organizations mentioned above.
* The Forbes ranking of America's Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.
**The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. For the 2019 award, 29,334 nominations were received, based on thresholds (7,826 women). 10,681 advisors were invited to complete the online survey. 9,341 advisors were interviewed by telephone. 1,925 advisors were interviewed in person at an advisors’ location. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
*** The Top Wealth Advisor Moms Rankings, developed by SHOOK Research, are based on a combination of qualitative and quantitative surveys, acceptable compliance record, having children 21 years or younger still living at home, 5 years of FA experience, minimum 1 year at current firm, with exceptions (acquisitions, etc.), recommendations and nominations by Firm, completion of online survey and over 50% of revenue/production with individuals.
The Forbes Rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.****The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 32,000 advisors nominated by their firms, more than 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC.
