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Meet the professional

Hello, I'm Danielle

I’m a mom to beautiful twin girls, Adora & Vida, a CERTIFIED FINANCIAL PLANNER™ and the co-owner of Generation Wealth. Since becoming a wealth advisor in 2015, I’ve learned what it really takes to build your wealth and live a life of abundance…and as it turns out, it’s pretty simple. Most women just need a Wealth Guide that speaks their language and who doesn’t gatekeep the secrets to building wealth the lazy way!

Women have unique goals, needs and obstacles that need to be addressed by someone who truly understands them. When it comes to financial advice, the “old, male and pale” way just doesn’t cut it. In my decade of experience, I’ve worked with hundreds of Millennial and Gen X women who are looking for a safe space, empathy and an easy-to-understand roadmap so they can retire comfortably, take care of their families and reach their dreams without fear of running out of money or taking hours out of their already busy days.

My mission is to educate, guide and meticulously show smart women the lazy path to real wealth for themselves and generations to come.

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CLIENT TESTIMONIAL

“I highly recommend anyone, no matter your age or financial status, who has any questions or doubts about how to start investing or if they are currently investing wisely, to seek out Danielle and her team’s advice. I work in healthcare so my knowledge of the finance world- common terms used, 401K’s, IRAs, stocks and bonds, etc. – is very limited, but I was encouraged to ask questions and I never felt like anything was over my head. I didn’t feel judged for past poor financial decisions I’ve made nor for my lack of finance knowledge. When our initial meeting concluded I felt very motivated and encouraged about what my future holds. Highly and strongly recommend!”

jACKI - HEALTH CARE PROFESSIONAL

This statement is a testimonial by a client of the financial professional as of 06/15/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.