Danielle L. Luster, CFP<sup>&reg;</sup> - Financial Advisor

Danielle L. Luster, CFP®

Financial Advisor

Bamboo Wealth Strategies

3131 Camino Del Rio N, Ste 1000
San Diego, CA 92108
FINANCIAL ADVISOR'S WEBSITE
(619) 289-9676

General

Danielle Luster is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bamboo Wealth Strategies in San Diego, CA and the surrounding communities.

Financial Advisor Overview

“I love what I do. It is the perfect blend of art and science. The art is the relationship with my clients and learning about who they are and what they care about. The science is using the resources available and my experience to help them make educated decisions that improve their lives.” Danielle is a fourth-generation San Diegan. She and her husband Mark enjoy hiking, softball, travelling, and spending time with their friends and dogs Bazzel and Ginger. Danielle conducts education workshops for organizations and companies. She is a member of the San Diego Chapter of the Financial Planning Association. She has been on the Pro Bono committee and has provided counseling at Financial Planning Days and financial literacy classes to survivors of domestic violence. Currently she is training for a 150 mile, two-day ride supporting Pedal the Cause, an organization funding local research to cure cancer.

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Financial Advisor Experience

Danielle choose a career in financial services in 1990, after interning with a local firm. She graduated from the University of California, San Diego, receiving her degree in Urban Studies and Planning. Her career and practice model have continued to evolve throughout the years. Education and professional development are ongoing priorities. Danielle holds the following designations and licenses. CFP® Certified Financial Planner RICP® Retirement Income Certified Professional and California Life and Health license.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Please view our important disclosures at: http://www.bamboowealthstrategies.com/disclosures

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources