Danielle McKenna

Danielle McKenna is an essential part of the client service team at Cornerstone Financial Group, serving as a Financial Paraplanner Qualified Professional™ (FPQP™) and Licensed Insurance Agent. Since joining the team in 2016, Danielle has dedicated herself to helping clients as they work with Craig to pursue their financial goals.

As a Financial Paraplanner Qualified Professional™, Danielle assists Craig in creating comprehensive financial plans based on each client’s personal situation and goals. Clients often comment on her excellent follow‐through with meeting summaries, distribution requests and account updates.

In addition to her planning support, Danielle is a licensed California Life Agent (Lic. #0D97816) and Nevada Life Agent (Lic. #3803765). Her specialized knowledge focuses on Life Insurance, Long-Term Care insurance, and comprehensive assistance with Medicare plans, including Advantage, Supplemental, and Part D options.

Danielle's rich professional history provides a strong foundation for her current role. Earlier in her career, she honed her organizational skills as an administrative assistant and DMV specialist for Chrysler Financial. In 2001, she transitioned into the personal and home loan industry, serving as a Loan Specialist and Assistant Branch Manager at American General Financial Services. In these roles, she guided clients through the entire process, from application to underwriting, helping borrowers consolidate debt and secure personal or home loans.

Outside the office, Danielle resides in El Dorado County with her husband and their dog, Dakota. She is a proud mother of three, a Grammy to two granddaughters, and a “Faithful” San Francisco 49ers fan, valuing the importance of family and community.