14021 Metropolis Avenue
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When clients talk about Danielle Lucht, they describe more than a financial advisor. They see her as a friend, an ally, and a steward dedicated to helping them navigate the unknowns of their financial lives. Danielle has been a longtime advocate of the importance of comprehensive planning. As a teenager, her father suffered back-to-back strokes that left him bedridden and unable to communicate for over 7 years. The shock waves were felt in every corner of her family’s life. Ever since, Danielle has dedicated her knowledge to helping clients avoid the financial heartache that her family experienced from such an unforeseen tragedy.
With over 14 years of experience in the financial services industry, Danielle specializes in helping business owners and professionals design, pack, and deploy their own golden parachute for retirement. She thoroughly enjoys helping clients build a road map for their financial future that incorporates everything from saving for their child’s college education, to buying that dream vacation home or retiring ahead of schedule. Whatever her clients hope to achieve, Danielle helps them see the light at the end of the tunnel and offer a guiding hand to get there.
Danielle earned her B.A. from The Catholic University of America and earned her M.A. in Journalism from New York University. In addition to her RICP (Retirement Income Certified Professional) designation from the American College, Danielle also holds her FINRA Series 6, 7, 63 & 66 securities registrations.
Actively involved in her community, Danielle is a sustaining member of the Junior League of Fort Myers and a Parishioner of St. John XXIII Catholic Church. In everything she does, Danielle strives to have a positive influence on everyone in her life. Danielle and her husband, Graham, are business partners at Alliance Financial Group. They have a young son, Jackson, who keeps them busy with soccer, other school activities, and frequent trips to Disney World. An avid runner, Danielle has completed several half and full marathons and has her sights set on a triathlon.
Execution on all areas of retirement life (i.e. social security, cash flow management, legacy & estate planning)
Comprehensive investment planning tailored for your specific needs and objectives
Ongoing mentoring and steps to achieve your hopes, dreams and goals
Systematic risk management rebalancing portfolio
Development of customized investment policy statements
Access to a distinguished team of professional money managers
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H28663.