Amy Daniels, Financial Advisor located in Las Cruces, NM

Financial Advisor
Amy L Daniels

CEPA®, RLP®
4300 Sonoma Ranch Blvd Ste 5, Las Cruces, NM 88011opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Women Investors
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Employee Stock Options

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • RLP®

    Registered Life Planner®

Personal Interests

  • Outdoor Enthusiast
  • Farming
  • Horseback Riding
  • Traveling
  • Spending Time with Family

Team Members

  • Patti Daniels
    Associate Financial Advisor
  • Danielle Abril
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(575) 305-7901

Fax

(844) 640-1141

Office Address

4300 Sonoma Ranch Blvd Ste 5
Las Cruces, NM 88011opens in a new window

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