Danielle Daley, CFP®

As a CFP® financial professional and an active member of the community, Danielle is dedicated to helping individuals and businesses build their financial futures and understand their financial profile. To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs.

Academic achievements include a BA from Indiana University (2003) and CFP® credentials (2008) after attending the University of California Santa Cruz's personal financial planner program. She joined her grandmother's practice in 2004, taking on more of the business each year till her grandmother's retirement in 2016.  Starting Daley-Green Financial services as a solo-practitioner in 2017.  Danielle has fostered a practical approach to offering financial services and advice to her clients. Maintaining a strong sense of community and a solid professional foundation are very important to Danielle. 

Over the years she has been involved in Silicon Valley Rainbow Chamber of Commerce, The Human Rights Campaign's San Francisco Steering Committee and the Silicon Valley Network Referral Group.  As a part of the LGBT community Danielle has learned the ins and outs of financial planning for the different life situations of all the types of modern families in this great San Francisco Bay area and beyond. She prides herself on understanding the special goals and desires of blended families, single parents, unmarried couples, widow(er)s and life time singletons. 

When Danielle steps away from the office she enjoys wine tasting in her home town Livermore, having great travel adventures all over the world with her wonderful wife Cherie and spending time with their families, both given and chosen.