Danielle Strumbeta

Manager, Advisory Leadership Team at Focus Partners Wealth

Role
Manager, Advisory Leadership Team at Focus Partners
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Danielle Strumbeta

I\'m a CERTIFIED FINANCIAL PLANNER™ professional who provides financial planning and…

Experience

  1. Manager, Advisory Leadership Team

    Focus Partners

    Feb 2025 — Present · Seattle, WA, US

    Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at merged with Focus Partners Wealth in February 2025. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Education

  • Central Washington University

    Bachelor’s Degree, Business Administration specializing in Finance and Supply Chain Management, Economics Minor

    2011 — 2015

  • College for Financial Planning

    CFP® Certification Professional Education Program, Financial Planning

    2016 — 2019

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Danielle Strumbeta — Manager, Advisory Leadership Team at Focus Partners in Seattle, WA, US | Unifers