Home    About    Our Team    DANIELLE BICKEL

DANIELLE BICKEL

…as Client Services Administrator

Danielle wears multiple hats. You may talk to her regarding a form that needs completing or from the DocuSign envelope she sends to you. She also helps if you require an account distribution. She makes sure your accounts are in balance and trades are executed properly. She has an “eagle eye” and assists the financial planning group review plans before publication.

She is a Financial Paraplanner Qualified Professional.

…before becoming a FC Team Member

Danielle previously worked in retail as a sales associate and administrative assistant. She is currently studying to complete her bachelor’s degree in liberal studies at Sonoma State University.

outside of the office

Danielle enjoys cooking and baking for her friends and family.  She loves trying new recipes and adding her own flair.  She considers cookies and soups to be her specialties.

HOW WE DO IT

Watch Our Video HOW WE DO IT Video thumbnail

OUR PURPOSE

ASPIRE. EMPOWER. ACHIEVE.

MISSION STATEMENT

OUR AFFILIATIONS

Affiliates CFP FEE FO Only NAPFA Garret Planning Network FPA SIF CSCA RCA NAEA