Daphne combines over two decades of successful experience in financial advising, investment planning, and tax. As a CERTIFIED FINANCIAL PLANNER™ professional, Investment Advisor Representative, and Certified Public Accountant, she integrates her combined competencies to provide comprehensive advising and education on financial matters. She is experienced in developing coordinated strategies that address a broad range of client concerns. As a planner, she offers guidance that helps individuals and families create and preserve wealth, improve household finances, and implement actions towards pursuing personal and financial goals. Through her brokerage affiliation with LPL Financial , she offers independent advisory and investment services. She is dedicated to the prudent stewardship of her client’s assets and to assisting them with implementing effective wealth-building investment strategies.
A passion for teaching keeps her regularly engaged as a financial educator and requested speaker. As an ardent proponent for financial literacy education, she is actively involved with several financial literacy projects and financial education programs. She separately operates an independent tax practice as a CPA, providing services to individuals and unincorporated small businesses. She holds a Bachelor of Science degree in Finance from the University of Maryland, completed a 2-year postgraduate Personal Financial Planning program through the College for Financial Planning in Denver, CO, and earned a Masters in Financial Services from the Institute of Business and Finance.