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Danielle Miura | Financial Advisor

Profile img for Danielle Miura, financial advisor at Spark Financials
Ripon, CA
Danielle Miura
Financial Advisor
Spark Financials

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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 why at Spark Financials, our mission is to help you plan and navigate through a successful retirement. Spark Financials is a fee-only financial planning firm helping clients virtually nationwide. If you need help determining what you want and how to get there, schedule a free meeting to see if our services can find the answers you seek.
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Specialties and Expertise

4
Tax Minimization Investment Strategies
Retirement Income
Wealth Accumulation and Preservation Strategies
Portfolio Construction

Clientele

4
Inheritors
Retirees
Single Mothers
Surviving Spouses

Credentials and Designations

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Certified Financial Planner™

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Master of Science in Financial Planning

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Enrolled Agent

Education

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California State University, FresnoBachelors of Arts in Pschology, Minor in Criminology Year Obtained: 2017
Quick Facts About Danielle
Years of Experience:6 yearsMember since:2022Average Account Size:$400,000Number of clients:10

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

AUM
One Time Fee
Flat Fee

Proof of License

BrokerCheck
SEC Profile
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Ripon, CA
Danielle Miura
Financial Advisor
Spark Financials
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Profile last updated: 11-24-2024
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