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Danielle Berz, CFP®

Danielle joined Brown & Tedstrom, Inc. in April 2013, as a Client Relationship Manager. She began her career in July 2008 at UBS Financial Services, Inc., participating in a training program as a Financial Advisor Associate. Upon the completion of the training program, Danielle teamed with an established advisor within UBS Financial Services, Inc. where she headed up the financial plans, asset allocations, investment due diligence and the coordination of the clients, their CPAs, and attorneys.

Danielle holds the CERTIFIED FINANCIAL PLANNING™ designation and is registered with the Financial Industry Regulatory Authority. She holds her Series 7 and 66 registrations with LPL Financial.

Danielle grew up in Golden, Colorado and remained a local native until she moved to attend school at the University of Washington, where she rowed on the NCAA Women’s Crew Team. She enjoys watching football, snowboarding, eating out and hiking.

Credentials:

  • CERTIFIED FINANCIAL PLANNER™ designation, 2012
  • B.A., Economics, and Spanish
  • Series 7, 66 registrations, held with LPL Financial