I’m Danielle Strumbeta

Wealth Advisor, CFP®

Empowering you to LIVE FULLY by providing peace of mind throughout your financial life.

Planning with your goals in mind

We work hard to understand who you are and what you want to accomplish, both personally and professionally, so we can best support you and your family in achieving your goals.

We're more than just investments

Together, we’ll implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.

Finding balance between planning for tomorrow and living fully today.

I grew up in a family full of accountants, so I’ve always been financially inclined. My parents taught us the values of saving and investing from a young age. This background led me to pursue an education in business, where I furthered my financial knowledge and learned what I value most: helping people. I pursued a career in financial planning because I saw the positive, direct impact financial advisors can have on people’s lives.

My focus has always been providing comprehensive financial planning to help others with all aspects of their finances, not just their investments. My goal is to help my clients understand where they’re at, where they want to be, and how to get from point A to point B while living a fulfilling life along the way. I’ll be there to listen to what’s important to you, help you build a holistic plan, provide solutions and education, and reassure you in your decisions.

What worries keep you up at night?

Are you saving enough to meet your goals?

Is your portfolio designed to last?

Are you looking to achieve financial independence and make work optional?

Are you ready to retire?

When should you begin collecting Social Security?


The reasoning behind your goals is just as important as the goals themselves. We’ll make sure those values are incorporated into your investments and financial plan.


We’ll work together to identify your goals, create a plan to achieve them, and update the plan as life changes.


I’ll help you confidently make decisions about the complex financial aspects of your life, like investments, retirement accounts, pensions, Social Security, and Medicare.


I’ll help protect your vision, making emotion-free decisions, avoiding pitfalls, and alleviating worries so you can spend more time on other areas of your life.

About Me

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.

Danielle lives in Granite Falls with her husband so they can both be closer to the outdoors where they are happiest. Outside the office, she enjoys spending time mentoring others, playing boardgames with family and friends, reading as many novels as she can, and being active by playing soccer, running, hiking, and snowboarding.

What is wealth management?

Wealth management is a comprehensive approach to financial planning. It covers all areas of your financial life, making wise use of your assets to help you in achieving your goals and living life to the fullest. Do you want to spend more time doing the things you love and worry less about your finances? 

Then wealth management is for you!

Wealth Enhancement - make your assets work for you
  • Minimizing taxes – now vs future?
  • Managing appropriate cash reserves
  • Should you pay off your mortgage early?
  • How can you get the most out of Social Security?
  • Evaluate your options for college savings
Wealth Preservation - strategies to help reduce risk
  • Diversification
  • Asset allocation and rebalancing
  • Trend following
  • Stock option planning
  • What to do with concentrated stock positions?
Wealth Protection - proper coverage is key
  • Disability or Long-Term-Care insurance planning
  • Is umbrella insurance right for you?
  • What type of life insurance makes the most sense?
  • What level of homeowner’s coverage is appropriate?
  • Is your rental property adequately protected?
Wealth Transfer - leaving a lasting legacy for your heirs
  • How can you leave the most behind to your heirs without sacrificing too much now?
  • Are your assets correctly titled so they’ll pass on in the way you intend?
  • Are your healthcare directives and letters of instruction in place?
  • Does a trust make sense for you? Which kind?
Charitable Giving - make the most of your contributions
  • What charities are important to you?
  • How can you make the most of your gifts to charity?
  • Is a charitable trust right for you?

Plan with intention,

not by default.

Online Blog Resources

You’ve Decided to Donate – Now What?

You’ve Decided to Donate – Now What?

There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.

April is Financial Literacy Month

April is Financial Literacy Month

Since April is Financial Literacy Month, Wealth Advisor Alan Hensley shares some personal and professional stories highlighting how Merriman empowers our clients to live fully by providing peace of mind in their financial lives.

Don’t wait any longer. Start living your life to the fullest today!