Coach Dani Renee

Smart Financial Strategies for Real-Life Results

Debt Management

Income Protection

Saving & Investing

MEET THE FOUNDER & CEO

Hey, I'm Dani!

I help professionals and entrepreneurs take control of their finances, protect their income, and build lasting wealth through financial education that’s clear, practical, and rooted in real life.

With over seven years in financial services, I’m licensed in Life Insurance, Series 6, and Series 63 investments. I’ve worked with high-income earners, business owners, and career changers. One thing they all had in common? They were making money, but still lacked a confident strategy to build wealth and feel financially secure.

Whether you're navigating a life transition, growing your business, or simply want more clarity with your money, you're in the right place.

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© 2025 by Coach Dani Renee