Danielle Lehrer opened her practice in 2016, but her love for financial planning started long before then.

Raised by parents who worked in financial services, financial security has been in her blood since the day she was born. Her parents made sure that she started saving early, 1 month old to be exact. Danielle remembers coming home from babysitting jobs, and her parents would never fail to remind her that “half goes in the bank.”

Finances have always been a family affair and from her parents is where she learned invaluable practical lessons about how to help clients achieve their short, mid, and long term goals.

Today, she runs a successful financial planning practice in Orlando, Florida. Danielle specializes in providing strategic, comprehensive advice to help successful womenattorneys, nursesbusiness owners, and millennials meet their financial goals. She enjoys the Retirement Planning and Tax-Effiency of her practice.


Degree Major Institution
Bachelor of Liberal Arts and Sciences Political Science University of Florida
Master's of Science Business Management (MSM) University of Florida- Warrington College of Business Adminstration

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