Danielle is a Client Relationship Manager of 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, currently one of the firm’s key client relationship managers. In addition, Danielle oversees firm compliance efforts, and develops and reviews client financial plans.
Danielle earned 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 camping, gardening and photography.