Clpf Danae McDaniel

Danae McDaniel, CLPF has extensive work experience in various roles and industries. Danae is currently serving as SVP, Director at American Business Bank, where they lead a team in creating a personalized experience for customers and providing strategic services. Prior to this, they worked as a Sr. Consultant Family Bus. Specialist at Orange Kiwi, LLC and served as a UC Advisory Board Member for Transformational Leadership at UCR Extension. Danae also held the position of Director of Marketing and Business Development at Lighthouse Financial Services, Inc., where they integrated new clients into the business and demonstrated expertise in taxation, financial planning, and investment management. As the President of Project Unleashed, a non-profit organization, they focused on consulting with leadership in areas such as change management, marketing, strategic planning, and organizational development. Earlier in their career, they worked at Pacific Bell/Southwestern Bell, where they served as a 2nd Level Area Manager and handled complex telecommunications projects.

Danae McDaniel, CLPF, has a diverse education history spanning various fields of study. In 2016 to 2017, Danae pursued a Master of Science (M.S.) in Business Psychology from Franklin University. In 2019 to 2021, Danae attended California State University, Fullerton, focusing on Fiduciary Management. Prior to this, in 2018, Danae was a Certified Financial Planner Candidate, studying Financial Planning at The American College of Financial Services. In 2014, Danae completed the H&R Tax Preparation Certification, specializing in Taxation. In 2010, Danae obtained Certificates in Life Coaching and Life Plan Facilitation from Life Purpose Coaching International, emphasizing Personal and Professional Development. Earlier in their education, from 2003 to 2006, Danae pursued an M.A. and D.Min. in Christian Ministry (Non-Accredited) with a focus on Transformational Leadership and Organizational Development from The Londen Institute Graduate School for Evangelism. Lastly, from 1990 to 1996, Danae earned a Bachelor of Science (BS) in Kinesiology from CSUF.