Danielle R. Smith, CFP<sup>&reg;</sup> - Financial Advisor

Danielle R. Smith, CFP®

Financial Planner

Sterling Financial Group, Inc.

201 S Lake Ave, Ste 500
Pasadena, CA 91101-4860
FINANCIAL ADVISOR'S WEBSITE
(626) 440-9192 CONNECT WITH Danielle
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General

Danielle Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sterling Financial Group, Inc. in Pasadena, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Danielle Smith is a Registered Advisor with, and securities are offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Sterling Financial Group, Inc., a Registered Investment Advisor and separate entity from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Personal Taxes, Women's Finances

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