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Danielle Luster, CFP®

FINANCIAL ADVISOR | PARTNER

Strength

Flexibility

Longevity

Danielle Luster is a CERTIFIED FINANCIAL PLANNER™ and President of her advisory firm, known for her highly collaborative and deeply personal approach to financial planning. With a passion for helping clients live fuller, more secure lives, Danielle specializes in retirement and wealth planning that not only addresses numbers but also honors individual values, goals, and life experiences. She thrives at the intersection of emotional intelligence and analytical strategy, drawing on her love of problem solving to help clients make empowered, well-informed decisions. Danielle is driven by purpose and integrity, and finds great fulfillment in guiding people toward financial clarity, confidence, and meaningful milestones.

Outside the office

Danielle is affectionately known among friends for “Dani Add-Ons”, always dreaming up the next adventure. Whether it’s a late-night paddleboard session or a wish for punk-pop tap dance classes, she brings joy and spontaneity to every moment. She loves dancing, traveling, live music, SCUBA diving, playing pickleball, and soaking up time in the ocean.
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