Danielle founded Blunt Wealth Services after 14 years as an Edward Jones financial advisor. She prefers the independence and autonomy offered through Raymond James, which allows her to focus on specialized areas of financial planning. She has a particular affinity for helping women executives, widows and divorcees manage their wealth, as well as for helping retirees and pre-retirees plan for their future, as well as retirement.
Prior to becoming a financial advisor, Danielle served as the South Pacific Director for International Student Volunteers, where she managed student programs in Australia, New Zealand and South Africa. Before that, she served as an accountant for a professional hockey league. She earned a bachelor’s degree in Economics from the University of California Los Angeles and went on to complete the prestigious CERTIFIED FINANCIAL PLANNER™ exam from the College for Financial Planning. She also lends her time and expertise to help mentor and train less-experienced advisors.
The L.A. native spends her free time traveling locally and oversees, playing golf and skiing. But, most of all, she enjoys spending time with her three daughters: Samantha, Amanda and Olivia.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.