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Danielle Berz, CFP®

Danielle Berz, CFP®

Vitamin Water Sales and Marketing Intern

Followers of Danielle Berz, CFP®1000 followers
location of Danielle Berz, CFP®Denver, Colorado, United States

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  • Timeline

  • About me

    Partner, Senior Client Relationship Manager & Divorce Planning Coordinator at Brown and Company, Inc.

  • Education

    • University of Washington

      2004 - 2008
      Bachelor of Arts Degree Economics, Spanish

  • Experience

    • Glaceau

      Jun 2007 - Sept 2007
      Vitamin Water Sales and Marketing Intern

    • Asset Management Strategies, Inc.

      Sept 2007 - Dec 2007
      Financial Intern

    • UBS Financial Services Inc.

      Jul 2008 - Apr 2013

      • Financial Advisor, Wealth Management

        Jul 2010 - Apr 2013

      • Financial Advisor Associate

        Jul 2008 - Jul 2010

    • Brown & Tedstrom, Inc.

      Apr 2013 - Jan 2018
      Client Relationship Manager

      Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see contact information above. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.brown-tedstrom.com.

    • Brown and Company, Inc.

      May 2018 - now
      Senior Client Relationship Manager & Divorce Planning Coordinator

      Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC see the contact and personal info section above. Series license Registrations held through LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Brown and Company, Inc. are registered to do business, please visit www.brownandco.com. Show less

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Wealth Management Education Program

    • Professional Licenses

      Series 7, Series, 66, Washington and Colorado Life and Disability Insurance

    • Professional Licenses

      Washington and Colorado Long Term Care Insurance