Danielle Lechard
Financial Planning for Your Future | CERTIFIED FINANCIAL PLANNER™
- Role
- Wealth Advisor at Return On Life Wealth Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
Return On Life Wealth Partners
May 2022 — Present · Cleveland, OH, US
Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, Please see contact info section above.Investment advice offered through Planned Financial Services, a Registered Investment Advisor and a separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness.
Education
Franciscan University of Steubenville
Bachelor of Science (B.S.), Business Management
Skills
- Microsoft Office
- Muay Thai
- Time Management
- Creative Problem Solving
- Intermediate Knowledge of Spanish
- International Travel
- Strong Interpersonal Skills
- Fitness Instruction
- Knowledge of Financial Markets and Products
- Record Keeping
- Sales & Marketing
- Personal Training
- Public Speaking
- Client Rapport
- Money Management
- Team Leadership
- Client Development
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