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Forbes Lists
About Amy Daniels
The description above is provided by Amy.
Focus Area / Customer Base
Wealth, Estate & Legacy Strategies; Retirement & Protection Strategies; Female Investor Strategies
Amy Daniels' Awards
2023
Certified Exit Planning Advisor or CEPA® Professional
A CEPA® professional helps business owners develop and execute a plan to exit their business. They receive training on exit planning co...
2024
Registered Life Planner or RLP® Professional
The RLP® professional seeks deeper, more nuanced, more comprehensive and more lasting relationships with clients. The RLP® professional...
2024 Forbes Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
2024 Forbes Top Women Wealth Advisors Best-in-State, published February 2024, research by SHOOK Research LLC, data as of September 2023. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
2024 Forbes Top Women Wealth Advisors Best-in-State, published February 2024, research by SHOOK Research LLC, data as of September 2023. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.