What financial planning means to Danielle:
“I really enjoy meeting new clients and discussing the importance of having a solid financial plan. I want my clients to feel confident when planning for the future and know that I’m cheering them on as they work towards their goals.”
Danielle Harmon, CFP®
Principal Owner and Financial Coach
Danielle Harmon, CFP®, is the founder of Boundless Financial Services, LLC, a firm that provides financial planning services to busy families and small business owners, regardless of asset size.
Her 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 is passionate about making professional financial advice more accessible. She enjoys designing creative solutions for her clients and watching them reach their goals with confidence.
Danielle has a B.S. degree in Finance from Oral Roberts University. She has been a Certified Financial Planner™ Professional since 2017. She formerly held the Series 7 and 66 licenses and the SC Insurance License.
Danielle is a native of upstate South Carolina and resides there with her husband Joel and their three sons. Her hobbies include writing and being outdoors with her family.