portrait of Danielle T Patnode
FINANCIAL ADVISOR

Danielle T Patnode

CEPA®, CRPC™
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Insurance & Annuities

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Cycling
  • Sustainability
  • Wine Collecting/Enthusiast

Team Members

  • Mary Seifert
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(303) 828-3940

Fax

(877) 402-8982

Office Address

2590 Trailridge Dr E Suite 101
Lafayette, CO 80026opens in a new window

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