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Danielle R. Yoch, CFP®

Danielle R. Yoch, CFP®

Vice President

Danielle Yoch has been serving her clients since 2003. She feels fortunate to have found her passion early in her career. Upon graduating from Boston University with a BSBA concentrating in Finance, she entered the financial services industry. She specializes in helping individuals create and maintain financial strategies that allow them to plan for their goals. Whether planning for retirement, college, a dream home or all of the above, Danielle can develop a plan to help her clients achieve financial success.  

Using a holistic financial planning approach, Danielle listens to her clients to understand where they are and where they hope to go. After discussing an initial plan, Danielle works closely to see that each step is taken. As an investment manager, she monitors her clients' portfolios to ensure that their investments are allocated properly and are aligned with their individual risk tolerance and objectives. As with any good plan, follow up is the key to success. Danielle continues to meet with her clients regularly to update their plan and evaluate progress toward their goals.

Danielle cares very much about each and every one of her clients. She feels great joy when she helps clients reach milestones in their lives. She embodies the adage "Do what you love and you'll never work a day in your life."

Danielle holds her Life and Health Insurance license as well as her Series, 6, 7, 63 and 65 securities registrations.  

Danielle is the President of the Women's Business Connection in Chester County. She is proud to serve on the Board of the Family Support Line in Media, PA which helps children and families. Danielle resides in Pennsylvania with her husband and their three children. She enjoys traveling and donating her time to raise money for worthy charities.