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Danielle Miura, CFP®

Financial Planning for the Family Caregivers

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Spark Financials Danielle Miura, CFP® She/Her
Ripon, California

Serving Clients Nationwide

Financial Planning for the Family Caregivers

209-701-6259

Website

Areas of Focus

  • Caregiving for Parents
  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Inherited Wealth

About Me

Hi, I am Danielle Miura, the founder of Spark Financials.

I am a millennial supporting the three generations surrounding me: My grandma lives nearby and needs 24-hour care. My mom cares for my grandma but struggles with her own health. Finally, my daughter needs my love and support as a young child. This unique yet challenging experience has intertwined caregiving with my financial expertise.

As a family caregiver, I have learned much about elderly care, the emotional toll, and the family conflicts that come with helping a loved one. As a CERTIFIED FINANCIAL PLANNER™ professional, I want to empower family caregivers to make the best financial decisions for their families.

My Goal is to Help You:

✅ Build confidence in your ability to understand how to allocate your money wisely

✅ Comforted that your family will be well cared for financially if something were to happen to you

Finance can be complicated. I designed our firm to help you simplify and organize your finances, so you can enjoy your life with minimal stress. Learn more about our financial planning process by booking a no-obligation, free intro call by clicking the "Book Intro Call" button to the right.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Advice Only Network
  • AFCPE
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

671 w boesch dr ripon ca

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • One-time Financial Plan

What to expect in the first meeting

Ask us how we can help you worry less and focus more on the things that matter most to you. Schedule a free intro meeting or send us a message. We'll spend a few minutes getting to know each other, find out what you are looking for, and talk about our services.

About our Firm

At Spark Financials, we transform difficult financial decisions into an easy-to-understand action plan. We provide virtual, comprehensive financial advice to clients locally and across the country with no asset minimums, no product sales, and no control over your money.

Fiduciary Financial Advice: As a Registered Financial Planning Firm, we are held to the fiduciary standard of care. This means that we are legally and ethically required to act in your best interest.

Comprehensive Financial Planning: Your financial life is like an interlocking puzzle. This is why our financial plans cover a variety of financial topics such as retirement planning, debt management, and tax optimization.

Individualized Attention: Regular and accessible communication is key to a Client/Planner relationship. When our Clients are in need, we are always just a phone call or email away.

No Investment Management: Our firm doesn't manage investable assets. This means that we do not have "investment asset minimums" nor relationships with other brokerage firms.

Fee-Only Pricing Model: Fee-only financial advising eliminates conflicts of interest that can be caused by third-party commissions and kickbacks. Our loyalty abides with our clients.

Education

Bachelor of Arts in Psychology from California State University, Fresno

Badges

Languages

  • English

Hobbies and Interests

  • Bird Watching
  • Boating
  • Family
  • Gardening
  • Traveling

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/7431886

Who We Serve

  • Baby Boomers
  • Caregivers
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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