Danisha Allen is a consummate finance professional that is passionate about her clients, understanding what’s important and assisting them to achieve their long-term financial goals. By focusing on long-term investments with an emphasis on quality and diversification, she helps her clients make sense of their finances amidst life’s demands and competing priorities; whether they be : paying for your children’s education, caring for your parents, leisure lifestyle, optimal retirement planning or tax efficient wealth transfer.
She is an empathetic, caring, and authentic professional with the uncanny ability to build relationships. She loves community and is an avid volunteer who support initiatives and activities that amplifies the best of our community.
Danisha will be hosting a webinar: FIVE MONEY QUESTIONS FOR WOMEN. It shares perspective on a process women can use to identify financial goals and set a strategy! Thursday May 13th at 7pm.
Connect with Danisha:
LinkedIn: https://www.linkedin.com/in/danisha-allen-mba-323b9351/
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Have a Sparkling Day!