Danielle Bronner, CFP®
PARTNER, ADVANCED PLANNING
Danielle is a Partner at Ocean Heights and heads the firm’s financial planning services. She specializes in working with high-net-worth families and individuals to create comprehensive financial plans that serve to protect and grow multigenerational wealth.
Danielle has over 10 years of professional experience in the financial services industry. Prior to joining Ocean Heights, Danielle worked at Green Street Advisors, consulting to family offices and institutional clients on real estate investing. Previously, Danielle worked at Morgan Stanley Private Wealth Management where she developed strategic investment solutions for ultra-high-net-worth families with liquid assets in excess of $10 million.
Danielle is involved in local and global philanthropy, including the Orange County Jewish Federation.
Danielle received her MBA with Honors from the University of Chicago Booth School of Business and her B.A. from Lake Forest College where she was Phi Beta Kappa. She holds the Certified Financial Planner (CFP®) designation and the Financial Industry Regulatory Authority (FINRA) Series 66 securities license.
Some interesting facts about Danielle
- She launched a piano teaching business when she was 15 and had over 30 clients by the time she graduated high school.
- She started a Private Wealth Management Group at the University of Chicago Booth School of Business.
- Danielle is fluent in Russian.
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660 Newport Center Dr. Ste 700
Newport Beach, CA 92660