Bellevue

Danielle Strumbeta

CFP®

Manager, Advisory Leadership Team

10900 NE 8th St, Suite 780
Bellevue, WA 98004

Danielle Strumbeta
Danielle Strumbeta

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Danielle

Danielle’s focus has always been on providing comprehensive financial planning to help others with all aspects of their finances. Her goal is to help her clients understand where they’re at, where they want to be, and how to get there while also living a fulfilling life. She is there to listen to what’s important to her clients, help them build a holistic plan, provide solutions and education, and reassure them of their decisions.

Danielle grew up in a family of accountants, so she’s always been financially inclined. Her parents taught her and her siblings the value of saving and investing. This background led Danielle to pursue an education in business, where she furthered her financial knowledge and learned what she values most: helping people. She pursued a career in financial planning because she saw the positive, direct impact financial advisors can have on people’s lives.

Danielle and her husband live in Granite Falls so they can be closer to the outdoors where they are happiest. Outside the office, she enjoys spending time mentoring others, playing board games with family and friends, reading as many novels as she can, and being active by playing soccer, running, hiking, and snowboarding.