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Danielle Vigneault, Financial Advisor serving the San Diego, CA area - Ameriprise Advisors

Danielle Vigneault

Financial Advisor

Athena Constant & Associates
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 1 reviews
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EMAIL
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
  • Insurance

Education

  • California State University, San Marcos - B.S. Business Administration Marketing & Management

Awards & recognition

  • Five Star Wealth Manager, 2023-2024

Professional associations

  • Alpha Xi Delta Alumni Organization
  • CSUSM Alumni Organization

Previous experience

  • Merrill Lynch- Financial Advisor - San Diego, CA, May 2017 - September 2018
  • Homemaker- San Diego, CA, January 2016 - May 2017
  • Athol Savings Bank- Customer Service Representative - Gardner, MA, June 2015 - December 2015
  • Homemaker- Gardner, MA & San Diego, CA, 2010-June 2015
  • Pacific Marine Credit Union- Financial Services Representative - Camp Pendleton, CA, May 2004 - January 2007

Community participation

Rady Children's Hospital Foundation - Del Mar Auxiliary, Unit Co-Chair

Women Supporting Women - Poway Business Networking Group

City of Poway - Budget Review Committee (former position)

Interests

  • I enjoy spending time with my husband (Nick) and 3 children (Mason, Elle & Piper).
  • My children keep me busy and are involved in extracurricular activities, currently my son is learning to play the basson, my two girls are in Girl Scouts and my middle child is learning the violin.
  • I am the Girl Scout Troop leader for Elle my middle child.
  • My son has taken up fishing and I enjoy spending the time with him at Lake Poway with a line in the water.
  • I enjoy cooking and grilling for my family on the weekends.

My photos

4 albums
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Danielle Vigneault may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0M24095

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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