Danielle Rosas
About Danielle Rosas
Danielle Rosas is an Accounting Specialist at Creative Planning Inc., where she has worked since 2016. She holds a Bachelor's degree in Finance and Financial Management Services from the University of Missouri-Columbia and has expertise in managing accounting operations for high net worth clients.
Work at Creative Planning
Danielle Rosas has served as an Accounting Specialist at Creative Planning Inc. since 2016. In her role, she manages accounting operations specifically tailored for high net worth clients. Her responsibilities include overseeing financial transactions, ensuring compliance with regulations, and maintaining accurate financial records. Danielle is also involved in tax planning and estate planning services, contributing to the overall financial strategy for her clients. Additionally, she plays a role in business succession planning and risk management strategies, enhancing the financial security and stability of her clients' assets.
Education and Expertise
Danielle Rosas holds a Bachelor's degree in Finance and Financial Management Services from the University of Missouri-Columbia, where she studied from 2008 to 2011. Prior to this, she earned an Associate of Arts (A.A.) from Jefferson Community College, completing her studies from 2006 to 2008. Her educational background provides a solid foundation for her expertise in accounting operations, particularly for high net worth clients. Danielle's knowledge in finance enables her to effectively contribute to tax planning, estate planning, and risk management.
Background
Danielle Rosas began her academic journey at Jefferson Community College, where she completed her Associate of Arts degree. She then advanced her education at the University of Missouri-Columbia, focusing on Finance and Financial Management Services. Since 2016, she has built her career at Creative Planning Inc., where she has developed her skills in accounting and financial management. Her experience in handling high net worth clients has shaped her professional focus and expertise.
Achievements
Throughout her tenure at Creative Planning, Danielle Rosas has been involved in various key financial services, including tax planning and estate planning. She has contributed to business succession planning and risk management strategies, which are essential for the financial well-being of her clients. Her role as an Accounting Specialist has allowed her to develop a comprehensive understanding of the financial needs of high net worth individuals, demonstrating her capability in the field.