Broker Check
Danielle Robertson, CFP®, CLTC®

Danielle Robertson, CFP®, CLTC®

CERTIFIED FINANCIAL PLANNER professional

Danielle started her career as a Financial Advisor in May 2005. A Western New York native, Danielle attended Clarence High School and received her Bachelor of Science degree in Finance from the State University of New York at Buffalo’s School of Management.
She joined Novity Wealth Solutions in January of 2008. Her focus has always been on building long term, personal relationships with her clients. As a Certified Financial Planner (CFP®), Danielle enjoys working with families and businesses in the areas of wealth management, retirement income planning, life insurance and long term care planning strategies. She is dedicated to educating her clients and helping them make financial decisions that allow them to live their definition of success.
Danielle is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association. She is a volunteer with Second Chance Sheltering Network where she is able to help less fortunate animals. Danielle currently resides in Clarence, NY with her husband Rob and their two fur babies Seaford and Murphy. In her free time, she enjoys working out, cooking, and spending time with friends and family.