Danielle Harrison (CFP®, MBA)
Danielle Harrison focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Background My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger. Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender. As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career. In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson. Education University of Missouri: Masters of Business Administration (MBA) Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship Certifications CERTIFIED FINANCIAL PLANNER™ Professional Certified Financial Therapist-I™ Professional Community Involvement Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member) Alzheimer’s Association-Greater Missouri (Past Board Member) Heart of Missouri Girls on the Run (Past Board Treasurer) Rotaract of Columbia (Past Board President)NAPFA Start Date
February 09, 2021
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