Danielle K. Vigneault
My name is Danielle Vigneault and I serve as a dedicated financial advisor to my clients. I specialize in assisting families, women, individuals with special needs, LGBTQ community members and individuals navigating divorce.
I act as my client's personal CFO through a holistic and comprehensive financial planning approach. Through my financial planning process, I tailor strategies including tax-efficient savings plans, cash flow management, and optimized investment and insurance solutions. I empower my clients to potentially grow their wealth and work toward financial freedom, ensuring they can confidently plan for their future.
Family
- I enjoy spending time with my husband Nick and 3 children - Mason, Elle & Piper.
- Born and raised in Rancho Bernardo, San Diego County
- Girl Scout Troop leader
Community Involvement
- Rady Children's Hospital Foundation - Del Mar Auxiliary, Unit Co-Chair & Scripps Ranch Active Member.
- Women Supporting Women - San Diego Business Networking Group
- Working Moms Networking & Support - WMNS
- Poway High School Music Boosters Volunteer
- City of Poway - Budget Review Committee (former position)
Education
- California State University, San Marcos - B.S. Business Administration Marketing & Management
Danielle V. Financial Difference
I believe our clients should never feel overwhelmed when seeking financial advice, which is why I always make sure that you know you are my priority. From the first conversation, my goal is to make you feel comfortable in your decision to work with me. This means talking over your current financial status, helping you determine which options are best for you, and checking in often to ensure you are still comfortable with your financial planning decisions.
This site is filled with educational videos, articles, and calculators designed to help you learn more. As you search our site, give us a call regarding any questions you may have.