Danya Karram (CFP®)

Planning Specialties

We all have a unique story. That story is our journey and it defines who we are.

My life’s journey has always been linked to helping other people. For as long as I can remember, I’ve been intrigued by people and their lives. I love learning about their life experiences and hearing them share what is important to them. Whether it’s been while serving on a variety of community boards, or working with people with different viewpoints to better understand one another, or helping a client create their financial life plan, my soul has always been fed by understanding and connecting with others.

Do you wonder, “Am I going to be okay? Will I have the financial resources I need?” These are two of the most important questions you can ask. My view is that everyone, including you, deserves to feel financial security and that no question or concern is too simple or too complex.

My hope is to be your trusted partner, your financial advocate and your champion.

I feel very fortunate that I love what I do. I value each and every person who comes into my life. Are you ready to design your ideal life? Let’s make things happen!