Danielle McKenna is a Financial Paraplanner Qualified Professional TM and the Executive Planning Assistant at Cornerstone Financial Group. She joined the team in 2016.
As a Financial Paraplanner Qualified Professional TM, Danielle helps to create comprehensive financial plans based on each client’s personal situation and goals. She is involved in all aspects of the client planning process and is passionate about helping clients meet their financial goals and to stay on track once the planning is complete. Clients often comment on her excellent follow‐through with meeting summaries, distribution requests and account updates.
Danielle is also a licensed California insurance agent lic. #0D97816. Her focus as a life and health agent is to assist you with Life insurance, Medicare Advantage plans, Medicare Supplemental plan, Part D plans and Long Term Care insurance.
Earlier in her career, Danielle was an administrative assistant and DMV specialist for Chrysler Financial. In 2001, she decided to move to the personal/home loan industry and became a loan specialist and later an assistant branch manager at American General Financial Services. She helped borrowers consolidate debt and assisted clients in applying for a personal or home loan, all the way from the application process through underwriting.
Danielle and her husband reside in El Dorado County with their 3 kids and labra‐mutt, Dakota. You will often find her supporting her kids on the soccer field or cheerleading events.