AdFi
Danielle Miura

Danielle Miura

Ripon, CA
Verified Identity

Spark Financials

Years of Experience

6 years

Number of Clients

10

Average Client Size

$400,000

Member Since

2022

Allow Me to Introduce Myself

It’s no secret that retirement can be a scary time in one’s life. There are so many uncertainties and complexities, and it can feel overwhelming to know where to start. If any of these fears sound familiar, don’t worry, you’re not alone. Many older adults struggle with retirement anxiety. That’s w...

One thing I want my clients to know about me is...

I know how overwhelming life’s transitions can be. My life transitions shaped my commitment to guiding you through financial uncertainties with clarity and compassion, so you never have to face them alone.

Clientele

Inheritors
Retirees
Single Mothers
Surviving Spouses

My clients are typically women aged 40-70 navigating life transitions like retirement, caregiving, divorce, widowhood, or career shifts. Their goals include securing financial stability, preparing for long-term care, and aligning their finances with their values. They face challenges like managing care costs, career interruptions, unexpected health expenses, and adapting to life after loss.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

California State University, Fresno

Bachelors of Arts in Pschology, Minor in Criminology

Obtained in 2017

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.

Profile Last Updated: November 24, 2024