I'm DEBORAH DANIELSON, CFP®, MSFS, President and proud owner of Danielson Financial Group. As a Las Vegas native, I have built a solid record of accomplishments and a reputation for excellence among my clients and colleagues. An investment professional since 1981, I am now a CERTIFIED FINANCIAL PLANNER and I obtained a Master's of Science in Financial Services. I maintain securities registrations with LPL Financial.
I employ a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client's financial goals, time frames and risk tolerance. In recognition of my efforts, I was awarded as one of the Top 1200 Financial Advisors in America by Barron's Magazine, February 2014-2022, one of the Top 1000 Financial Advisors nationwide by Barron's Magazine, February 2009-2013, named one of the Top 100 Women Financial Advisors by Barron's Magazine, June 2008-2022 named Forbes Best-In-State Wealth Advisors 2018-2022, named Forbes Top 200 Wealth Advisors in 2016-2022, and named Forbes Top 200 Women Advisors in 2017-2022. I have been invited as a guest on FOX Business, CNBC Squawk on the Street and Power Lunch and BNN. I've appeared on newscasts live from the floor of the NASDAQ and New York Stock Exchange. On June 24, 2011, I had the absolute honor of attending the Opening Bell Ceremony for LPL Financial televised live from the floor of the NASDAQ.
Outside of Danielson Financial Group, I am also the 2017 bestselling author of Why Me? Seeking Answers In Your Grief (available on Amazon) as well as the co-author of several books including; the Expert's Guide to Financial Planning published in 1987, and contributed to Big Vision, Small Business The Four Keys to Finding Success and Satisfaction as a Lifestyle Entrepreneur, published in 2001. I have been sought after for advice, and I've been published in Money Magazine, The Wall Street Journal, Dow Jones Wire, Bloomberg, and appeared on Local and national news and radio shows. I served as the Financial Editor for Nevada Woman magazine July 1995, and its replacement magazine, LV Woman, until 2008. I am actively involved in the professional association International Women's Forum (IWF), and have been acknowledged for my leadership contribution. I am a founding member of the National Association of Women Business Owners, Southern Nevada Chapter; the past President and former board member of the Las Vegas Chamber of Commerce; and the past President of the Financial Planning Association (FPA) Las Vegas Chapter.
I obtained my WSET (Wine & Spirit Education Trust) Advanced Certificate, Level 3, in pursuit of the Masters of Wine designation. I've raised three incredible children and I am now the proud grandma to five wonderful grandchildren! I am an avid traveler, 95 countries and counting, and I truly enjoy collecting wine for my 3,000 bottle wine cellar!
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Barron's Top Financial Advisors 2020 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.