Daniele-banner2 - DANIELE BEASLEY
Daniele-Off - DANIELE BEASLEY
Daniele Beasley
Twenty Concierge Wealth Management
Twenty-LI-2 - DANIELE BEASLEY

Get in Touch

4912 Admiralty Way #265, Marina Del Rey, CA 90292

Issues and needs

Compulsive spending, Children and Adolescents, Stress, Financial secrets

Occupational specialties

Business Owners, Entertainment, Tech

About

As a Certified Financial Planner™ and the founder of Twenty, I bring a fusion of deep financial acumen and therapeutic insights, ensuring a holistic approach to financial wellness. With over 30 years of leadership in investment management, my strategies are tailor-made for individuals seeking fiscal clarity and emotional balance in their financial journeys. My commitment to financial literacy is further evidenced through CoLearning Books, where I've authored resources to empower a new generation. If you're searching for a CFP® professional who navigates the complexities of finance and understands the emotional landscape intertwined with it, I am here to guide and support you.

Professional Specialty Areas

Issues and needs

Compulsive spending, Children and Adolescents, Stress, Financial secrets

Occupational specialties

Business Owners, Entertainment, Tech

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

Hispanic, Latinx, Caucasian, Black, or African American

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

Type of Service

Coaching, Financial Planning, Investment Management

Practitioner Gender

Female

Fee Structure

Flat fee

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

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