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DANIELLE MACKINNON, CFP
Danielle is a Senior Financial Advisor and Principal for Mintz Levin Financial Advisors, LLC, which was founded in October 1998 to provide financial planning and investment advisory services to individuals and families. MLFA professionals counsel clients on asset allocation and investment strategies and offer comprehensive, customized investment advisory and financial planning services.
Danielle has extensive experience in comprehensive financial planning focusing on investments, retirement planning, education funding, insurance, taxes, charitable giving, and estate planning. Prior to joining Mintz Levin Financial Advisors, Danielle held the position of Senior Associate at a local investment advisory and wealth management firm, where she primarily managed client relationships and developed innovative, strategic asset allocations and individual financial plans for high net worth individuals.
Danielle earned her B.B.A. cum laude from the University of Massachusetts at Amherst, majoring in Finance and Operations Management. She is a CERTIFIED FINANCIAL PLANNERTM practitioner and is a member of the Financial Planning Association (FPA).
CFP and CERTIFIED FINANCIAL PLANNERTM marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Contact: dmackinnon@mintz.com
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