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Danielle  Smith, CFP®

Danielle Smith, CFP®

Financial Planner

Danielle is a Financial Planner at Sterling Financial Group, an independent financial planning and investment advisory firm in Pasadena, California.  She has worked in the financial service industry for the past decade. Danielle develops and reviews client financial plans and is currently one of the firm’s key client relationship managers. 

Danielle received her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2020. 

She earned a Certificate in Financial Planning from Pepperdine Graziadio Business School in Malibu, Ca. and a Bachelor of Science in Business Administration degree, with an emphasis in Finance, Real Estate & Law from nearby California State Polytechnic University – Pomona. 

Danielle holds the following FINRA registrations with LPL Financial: Series 7 general securities and the Series 63 & 66 state securities licenses.  

Danielle currently lives in San Dimas with her husband Kris. Her interests include gardening, reading and photography.