Danielle Yoch has served as a financial advisor to 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, Danielle launched her career as a financial advisor, working at Key Advisors Group and Principal Financial before joining Montrose Park Advisors in 2015. She specializes in helping individuals create and maintain financial strategies that allow them to confidently build better financial futures and enjoy fulfilling lives. Whether planning for retirement, college, a dream home or all 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 meets regularly with her clients to keep their plan up to date and to evaluate progress toward clients’ 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 is a Certified Financial Planner™ Professional and holds her Life and Health Insurance license as well as her Series, 6, 7, 24, 63 and 65 securities registrations.
Danielle is the Past President of the Women's Business Connection in Chester County and is proud to have served on the Board of the Family Support Line in Media, PA. She is an active member of her faith community. Danielle resides in Pennsylvania with her husband and their four children. She enjoys cooking, traveling, hiking, yoga and watching the sunrise on the beach.