Danielle Miura, CFP®
Financial Planning for the Sandwich Generation
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Spark Financials
Danielle Miura, CFP®
Ripon, California
Serving Clients Nationwide
Financial Planning for the Sandwich Generation
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.My passion is helping those who have difficulty obtaining goals while supporting their kids and aging parents, often called the "Sandwich Generation". Even if money is available, time and energy are often insufficient. If you’re overwhelmed about what steps to take next for yourself or your parents – you’ve come to the right place.
I founded Spark Financials to serve the needs of sandwich generation families nationwide. Through a comprehensive financial plan, I hope to help my clients create their most fulfilling lives by giving them the confidence they need to best financial decisions for their families. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial planning, financial education, and tax law research.
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
- AFCPE
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
671, Boesch Drive, Ripon, California, 95366
Meeting Options
- Video Conference
- In-Person
- Phone
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
Who We Serve
- Baby Boomers
- Caregivers
- Couples
- DIY Investors
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Parents
- Young Families
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