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Specialties
Danielle has been a financial advisor for over 4 years, specializing in retirement and divorce planning.
Her focus is to educate and empower women, simplifying complex financial concepts and working with clients step by step to ensure clarity and progress. Her background in engineering from Northeastern University helps her problem solve, using data to inform decisions that are most meaningful for her clients. She is a New Englander, based in Massachusetts with her dog Tuffy, and operating nationally.
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Always free for clients.
RICP, CDFA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Danielle Owen uses Legacy Financial Group as a marketing name for doing business as representatives of Northwestern Mutual. Legacy Financial Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Danielle Owen is an Insurance Agent of NM and NLTC, a Registered Representative of NMIS, and an Advisor of NMWMC. There may be instances when this agent represents companies in addition to NM or its subsidiaries.