Danielle is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in the financial planning industry since 2015 and joined the Merriman team in 2020. She graduated from Central Washington University with a bachelor’s degree in business administration, specializing in finance and supply chain management, and a minor in economics. Danielle has particular experience with retirement planning, charitable giving, tax and estate planning, and trusts.
Outside the office, Danielle mentors students from her alma mater, spends time learning about other areas of interest—such as coding and minimalism—and enjoys being active outdoors with her friends by playing soccer, hiking, climbing, and snowboarding.
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If you find yourself in any of these situations, you should consider hiring a financial advisor.
The marketplace for exchange-traded funds (ETFs) grows each day, and more and more different and innovative products are being created. One new type utilizes derivatives. While these ETFs are innovative and flashy, it’s important to think about the ramifications of investing in such a product.
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.