Prior to joining Cassa Wealth Management, Danyelle spent two years working as a Financial Planner for EY (Ernst & Young) focusing on Retirement Planning, Asset Allocation, Income Tax Projections, as well as providing education on her client’s Employee Benefit plans. She has a Bachelor of Fine Arts from Brenau University in Georgia and later attained an Associate’s Degree in Accounting. She holds her Series 7, 63, and 65 registrations through LPL Financial as well as a CERTIFIED FINANCIAL PLANNER ™.
Danyelle is a resident of Hoboken, NJ and enjoys NYC Culture, attending Performing Arts productions, as well as Museum visits and Historical tours.
As Cassa Wealth Management's CERTIFIED FINANCIAL PLANNER™ (CFP®), Danyelle is currently serving as our Wealth Advisor, specializing in Comprehensive Financial Planning, developing Client Proposals and Managing Client Plans striving to ensure they stay on track to reach their Goals & Objectives. Danyelle also reviews Tax Loss Harvesting opportunities to help minimize the impact of Income Taxes on your portfolio. Additionally, she coordinates and implements Business Process Redesign (to help improve efficiency), enhancing your “Client Experience”.