Certified Wealth Planning Advisor
Danielle Gustine, Certified Wealth Planning Advisor
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About Danielle
Danielle Gustine
email: gustinecpa@outlook.com
tel: 619-672-2780
Danielle brings a strategic, collaborative approach to wealth planning, helping high-net-worth individuals, families, entrepreneurs, and business owners navigate complex financial decisions. As a Certified Wealth Planning Advisor and CPA, she identifies advanced planning opportunities and works with clients and their trusted advisors to coordinate strategies designed to protect and grow wealth while building a meaningful legacy for future generations.
With more than 20 years of experience in accounting, taxation, tax planning, auditing, and consulting, Danielle brings a unique perspective to complex wealth and business planning. Her extensive accounting and tax background allows her to identify potential tax efficiencies, evaluate business risks, and help coordinate wealth, business, estate, and legacy planning with family offices, attorneys, investment advisors, and other professionals.
Danielle is a Certified Public Accountant (CPA) and earned her Bachelor of Science in Business Administration with an emphasis in Accounting from San Diego State University. She is also a Certified Wealth Planning Advisor (CWPA), a California-licensed insurance producer, and a Certified Founders Group Associate (CFGA).
Beyond her professional work, Danielle is a devoted mother, active member of the San Diego community, and avid ocean and water-sports enthusiast. She is passionate about mentoring and empowering others and volunteers her time to help young adults, women, and families navigate financial aid, healthcare benefits, and educational and career opportunities.
