Dani O’Donnell is a Financial Planner and has been an associate with Barnes Wealth Management Group since 1997. As an advisor, Dani brings more than 20 years of investment advisory services, risk management services and financial planning experience to Barnes Wealth Management Group. She has worked in the financial management field helping successful executives, business owners and affluent individuals with asset management. Dani is responsible for providing customized comprehensive wealth management solutions for her clients. As an experienced investment representative, she helps clients develop an asset allocation strategy and manages the implementation and monitoring process for long term investment success. Dani prides herself on providing her clients exceptional financial advice with integrity and superior ethics.
Dani’s continuous drive for knowledge is seen through her courses in financial and investment planning with the American College in Bryn Mawr, PA. and Kaplan Financial in La Crosse, WI. She has also been a speaker for numerous educational seminars and training sessions in the areas of retirement planning and asset management. Sharing her knowledge with others is an important part of Dani’s philosophy.
Believing in the importance of giving back to her community, Dani supports several charitable organizations, locally and internationally, through sponsorship and/or donations of time and resources. Dani and her husband Robert live in Bakersfield, CA. They enjoy spending time with family and are outdoor enthusiasts who enjoy running, hiking and travel.