Designations and Licenses

Danielle is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Danielle provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth. With over 12 years of experience, she specializes in creating comprehensive plans that serve to protect and grow multigenerational wealth.

Prior to joining Mariner, she was a partner at Ocean Heights Advisors and led the firm’s financial planning team. Previously, Danielle worked at Green Street Advisors where she consulted with family offices and institutional clients on real estate investing. She also worked at Morgan Stanley Private Wealth Management where she developed strategic investment solutions for ultra-high-net-worth families with liquid assets in excess of $10 million.

Danielle holds a BA from Lake Forrest College where she was Phi Beta Kappa. She also received an MBA with honors from the University of Chicago Booth School of Business.

Personal Interests

Away from the office, Danielle is involved in local and global philanthropy, including the Orange County Jewish Federation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.