Danielle Howard, CFP®, is a dynamic Investment Advisor Representative at Cambridge Investment Research, where she leverages her extensive expertise in financial planning to empower clients in achieving their financial goals. As the founder of Wealth By Design, LLC, Danielle is not only a CERTIFIED FINANCIAL...
Danielle Howard, CFP®, is a dynamic Investment Advisor Representative at Cambridge Investment Research, where she leverages her extensive expertise in financial planning to empower clients in achieving their financial goals. As the founder of Wealth By Design, LLC, Danielle is not only a CERTIFIED FINANCIAL PLANNER™ but also a passionate author and speaker, dedicated to transforming the way individuals approach their financial lives. Her role at Cambridge allows her to maintain a robust relationship with a leading Broker/Dealer for asset management transactions, ensuring her clients receive tailored investment strategies that align with their unique aspirations.
At the heart of Danielle's practice is her commitment to facilitating meaningful conversations about the role of money in one’s life. She specializes in retirement planning, helping clients navigate complex retirement distribution decisions and optimize their IRAs for long-term success. Her approach is holistic, focusing on creating intentional financial lives that incorporate personal values and life purpose. Through small group discussions and educational initiatives, Danielle encourages clients to gain clarity on their passions and how to achieve them financially, fostering a sense of community and shared learning.
Key projects include developing innovative financial tools that promote margin for giving—encouraging clients to share their time, talent, and treasure with others. Danielle’s advocacy extends beyond individual clients; she is a thought leader in the financial advisory space, utilizing her blog and podcast to share insights and inspire others to take charge of their financial futures. With a blend of expertise, empathy, and a forward-thinking mindset, Danielle Howard is a catalyst for change in the financial landscape, guiding her clients towards a prosperous and purpose-driven life.
