Dani Renee is a Financial Education Coach and Investment Professional with over 7 years of experience in financial services. She holds Life Insurance and Series 6 & 63 Investment licenses, specializing in helping professionals protect and grow their wealth during career transitions. Her expertise includes investment strategies, retirement account optimization, and benefits package evaluation during career changes.

As a Project Management Professional (PMP) and Certified Scrum Master (CSM), Dani brings a structured, results-driven approach to financial education that has helped hundreds of professionals avoid costly mistakes during transitions. She focuses on empowering clients with the knowledge they need to make confident financial decisions during career moves. Her unique approach combines deep industry knowledge with practical, actionable strategies for long-term success.