Danielle Meister, IAR, CFF®, CDFA®

Danielle Meister, IAR, CFF®, CDFA®

Wealth Adviser, Madrona Financial & CPAs

Danielle Meister is a Senior Wealth Adviser at Madrona Financial and CPAs. She is an Investment Advisor Representative (IAR), Certified Financial Fiduciary®, Certified Divorce Financial Analyst® and holds a Series 65 and health/life insurance licenses. With clients located across the country, Danielle executes all aspects of financial planning: rollovers, investments, alternatives, structured products, insurance, retirement planning, Social Security, tax strategy, advanced gifting and legacy planning.

Danielle has been featured on national television on CNBC, ABC, FOX and PBS. You can also hear Danielle on Seattle-based Warm 106.9 FM-Radio and the "Growing Her Wealth" podcast.

Phone: 833-673-7373 | Email: DanielleM@MadronaFinancial.com | Website: GrowingHerWealth.com

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Latest articles by Danielle Meister, IAR, CFF®, CDFA®

Model of a house sitting on bundles of cash

How to Slash Your Taxes on Large Stock or Property Sales

Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can significantly reduce your tax bill.