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DANIELLE ROBERTSON

(716) 929 • 3104

Danielle Robertson is a CERTIFIED FINANCIAL PLANNER™ Professional and Retirement Planning Specialist. She has over 15 years of experience in financial services and has worked closely with The Voss Group for the last 10 years.  Danielle’s focus has always been on building long term, personal relationships with her clients.  She’s dedicated to educating her clients and helping make financial decisions that allow them to live their definition of success. 

 

Danielle works as part of our team to develop holistic financial plans.  She will help hold you accountable throughout the process to ensure your goals are met and your plan is implemented.  

 

Danielle was born and raised in Clarence NY where she resides today with her husband Rob and their ‘kids’ Seaford and Murphy, two rescued cats that know without a doubt they found the best forever home.  When Danielle isn’t working  she focusses on fitness, cooking, friends and family.  She also volunteers her time at Second Chance Sheltering Network where she works to help animals in need of a forever home. 

 

Danielle is a SUNY at Buffalo school of management graduate with a B.S in Finance.  She is a student of the industry achieving one of its most prestigious designations, CERTIFIED FINANCIAL PLANNER™.   In addition, she has earned the long term care planning designation. 

 

Danielle is an Investment Advisor and holds her FINRA Series 6, 7, and 63 registrations as well as life and health license.

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