Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
About Danielle Meister
For nearly a decade, Danielle has specialized in working alongside families who are nearingretirement or already retired. Her primary focus is on creating investment and income plans, while also incorporating social security and tax-saving strategies. As a licensed Series 65 Investment Advisor and Certified Financial Fiduciary(R), the guidance Danielle provides is held to the highest industry standard. She also carriesLife, Health, & Sickness Insurance licenses.
Danielle works alongside Jeff Junior and the Trajan Wealth Team, operating out of the Salt Lake City-based office. Trajan Wealth is a SmartVestor Pro and is proud to be vetted by Dave Ramsey. Danielle values open, prompt communication and relationship building with her clients; and she provides honest guidance and education, while empowering her clients to achieve financial peace of mind. Having worked for both Independent Firms and in the Broker Dealer space with UBS Wealth Management, she has gained great insight into the finance industry. Danielle says she prefers working independently, with a firm like Trajan, because she can offer unbiased advice and financial products that are truly in the best interest of the client. Danielle has a published advisor training series, “Back to Basics” and has been featured on national television on CNBC, ABC, FOX, and PBS.
Born and raised in Wisconsin, Danielle’s blue-collar roots taught her the value of a dollar at a young age and motivated her to work her way through high-school and college at the University of Arizona, Eller College of Business, graduating cum laude. She attributes who she is today to her upbringing; integrity, honesty and family comprise the foundation upon which she has built her life and career.
In her free time, Danielle enjoys adventuring around Park Citywith her young daughters, Claire and Everly. Her husband, Will, is an Air Force Blackhawk helicopter and airplane pilot. As a family, they ski, bike, travel and root for their NFL teams, the Green Bay Packers and Denver Broncos.
