Noelle Daniel, CFP®, CRPC®
Noelle founded Noelle Daniel Wealth Management in 2011, an independent registered firm where she offers clients a full array of unrestricted investment products and services including financial planning options. After years as Vice President and Branch Manager with internationally recognized firms, Noelle had a better vision of what a financial services company should be. She envisioned a firm where the client's interest always came first and where investment and financial advice would be objective and not tied to proprietary investments.
Noelle has a wealth of experience in the financial services industry dating back to 1997. She has advised business owners, retirees, families, and non-profit organizations in many different capacities. Noelle holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™ Practitioner and is a Chartered Retirement Planning Counselor™.
Registrations & Licenses held with LPL Financial include:
- Series 7: General Securities Registered Representative
- Series 9: General Securities Supervisor- Options
- Series 10: Branch Office Manager General Securities
- Series 66: Uniform Combined State Law for Securities Agent and Investment Advisor Representative
- Insurance: Life, Health, Variable Annuity and Long Term Care
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor™
Noelle works closely with her clients in developing, implementing and adjusting individually tailored financial plans and customizing investment strategies. She works in parallel with tax advisors to develop strategies designed with the goal to minimize taxes and estate attorneys to create wealth transfer plans. Noelle and her team are dedicated to providing clients with diversification strategies as a risk management technique while considering their cash flow needs.
A longtime resident of the Gulf Beaches, Noelle earned a business degree from University of South Florida. In her free time, she and her husband, Colonel (Retired) Joe Capobianco, enjoy being active outdoors, racing sailboats, and golfing. Noelle is also involved in the community through various organizations including the Rotary of Indian Rocks Beach where she is a Paul Harris Fellow.