Danielle  Howard,  CFP<sup>&reg;</sup> - Financial Advisor

Danielle Howard, CFP®

Certified Financial Planner

Wealth By Design

23300 Two Rivers Rd, Ste 34
Basalt, CO 81621
FINANCIAL ADVISOR'S WEBSITE
(970) 927-3909 CONNECT WITH Danielle
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General

Danielle Howard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth By Design in Basalt, CO and the surrounding communities.

Financial Advisor Overview

At Wealth by Design, LLC, we take a personal interest in your financial well-being. Adhering to a formal, integrative process – our clients deeply appreciate being guided through their financial life plan. This holistic approach integrates your core life values and goals with the financial tools and life resources you have. We help you banish fear, savor hope and avoid regret as you forge the course on this journey called life with all its financial implications. Our clients are looking for something above and beyond traditional financial planning and investment advice. We will facilitate an exploration of what true wealth means to you and how to live your vision of an abundant life. All of our clients are unique and it is an honor to provide clarity to the choices you have and creatively unfold your opportunities to live life to the fullest. Most people let money dictate life’s course. We believe that your financial resources should enhance your life path, not control it. Contact us to determine how we can walk along side you. From aligning your spending plan with your values, investment choices, wealth management, risk analysis and legacy planning – you have a personal growth opportunity. As you work through this process, you will find greater fulfillment personally, professionally and spiritually. You will work towards greater financial satisfaction. You will be proactive and engaged on your journey, no matter what twists and turns you encounter.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, in., A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor. Cambridge and Wealth By Desig, LLC are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources