Meet Danielle Harmon, CFP®
A Financial Planner Professional™ dedicated to offering expert guidance with a non-traditional approach.
“I really enjoy learning about my clients. My goal is for them to feel confident, maintain their independence, take personal responsibility for their own financial stability and keep more of their own money.” Danielle Harmon, CFP®
Danielle Harmon, CFP®
Principal Owner & Financial Planner
Danielle Harmon, CFP®, is the founder of Boundless Financial Services, LLC, a firm that provides financial planning services and optional investment management to clients, regardless of asset size.
With more than 16 years of industry experience, Danielle has a deep conviction around making professional financial advice more accessible. She believes the best way to do that is through hourly and flat-fee financial planning. She believes the most rewarding part of her job is watching her clients reach their goals with confidence.
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 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.