Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a fee-only firm that provides financial planning services to clients regardless of asset size.
Danielle’s career in finance began immediately after college when she started working with a large, regional broker-dealer. From there, she worked as a trader and back-office operations associate with a newly-formed, local broker-dealer. This is where she first discovered her love for financial planning. Danielle continued her experience by working for several independent RIA firms as a Paraplanner and Associate Advisor.
Danielle has a B.S. degree in Finance from Oral Roberts University. She has been a Certified Financial Planner™ Professional since 2017 and formerly held the Series 7, Series 66 and the SC Insurance License.
Danielle is a native of upstate South Carolina. When she’s not crunching numbers and working through financial plans, Danielle spends her time with her husband Joel and their three active boys.
Danielle is a member of Garrett Planning Network, Fee-Only Network and Kingdom Advisors.