Danielle Miura (CFP®)

Danielle Miura focuses in the
following client markets or areas of practice:

Baby Boomers

Estate & Generational Planning Issues

Investment Advice without Ongoing Management

Middle Income Client Needs

Millennials

Novice Investors

Planning Specialties

Elder Care Planning, Estate Planning, Financial Life Planning, Tax Planning, and Tax Law Research

Additional Information

My passion is helping those who have difficulty obtaining goals while supporting their kids and aging parents, often called the "Sandwich Generation". Even if money is available, time and energy are often insufficient. If you’re overwhelmed about what steps to take next for yourself or your parents – you’ve come to the right place. I founded Spark Financials to serve the needs of sandwich generation families nationwide. Through a comprehensive financial plan, I hope to help my clients create their most fulfilling lives by giving them the confidence they need to best financial decisions for their families. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial planning, financial education, and tax law research. My Goal is to Help You: Build confidence in your ability to understand how to allocate your money wisely Feel comforted that your family will be well cared for financially if something were to happen to you Finance can be complicated. I designed our firm to help you simplify and organize your finances, so you can enjoy your life with minimal stress. Learn more about our financial planning process by booking a no-obligation financial planning consultation.