Danielle Drew, CFP®, MBA
loves to stay active and teach fitness classes
enjoys traveling and live music
enjoys hiking in NH, Cape Cod beaches, and relaxing at local wineries
Danielle Drew is a Financial Planner with CCR and is responsible for gathering and analyzing information to develop and monitor comprehensive financial plans for clients.
Prior to joining CCR, Danielle worked for Commonwealth Financial Network and most recently, she worked for a Massachusetts based independent wealth management and financial planning firm where she helped guide clients through cash flow analysis, retirement planning, insurance planning, and estate planning.
Danielle is a CERTIFIED FINANCIAL PLANNER ™ professional and holds the Series 7, and 66 Securities Registrations. She earned a Bachelor of Science degree in Finance from Bentley University as well as a Masters degree in Business Administration with a concentration in Financial Planning, also from Bentley University.
Danielle lives in Mendon, MA and is also a Certified Personal Trainer who loves to stay active and teach fitness classes. She also enjoys traveling, live music, hiking in NH, Cape Cod beaches, and relaxing at local wineries.