Danielle Miura
SPARK FINANCIALS LLC
Ripon, CA
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CRD#: 7431886
Professional summary
Danielle Miura, CFP® is a registered financial advisor currently at SPARK FINANCIALS LLC located in Ripon, California.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Danielle has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Biography
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
Feel 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 financial planning consultation.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Life Transitions
Retirement Income Management
Inheritance
Elder Care
Long-term Care
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Estate & Generational Planning...
Investment Advice without Ongo...
Middle Income Client Needs
Millennials
Novice Investors
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Spark Tax LLC. Investment-Related: No. Address: Ripon, CA 95758. Nature: Tax services. Position: Owner, Tax Preparer. Start Date: 11/2023. Approximate hours per month: 15-20. Approximate hours per month during securities trading hours: 10-15. Duties: Manage business operations, meet with clients, provide tax consulting and tax preparation services.
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Miura's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
February 9, 2022 - Present
SPARK FINANCIALS LLC
RIA
CRD#: 316349
Ripon, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SPARK FINANCIALS LLC
SPARK FINANCIALS | SPARK FINANCIALS LLC
CRD#: 316349 / SEC#:
California
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Contact information
Main Address
Elk Grove, CA
Mailing Address
Phone number
(916) 400-9799
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 2,100,000 |
Red Flags
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