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.
Online Blog Resources
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!
It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.