Danielle’s Approach
Danielle M. Moore
CFP®, MBA
Financial Advisor / Member Owner
Overview
Danielle (Dahn) Moore is a financial advisor in Savant’s Naperville, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, Danielle is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Since entering the financial services industry in 2002, Danielle has consistently worked in advisory roles focused on comprehensive financial planning. She earned a bachelor’s degree in finance from the University of Illinois and a master of business administration (MBA) in finance, accounting, and management from Northwestern University’s Kellogg School of Management.
Outside of work, Danielle serves as a member of the board of Court Appointed Special Advocate (CASA) of DuPage County, advocating for the best interests of abused or neglected children, after having served as a CASA volunteer for several years. She also serves on the Community Advisory Council of Loaves & Fishes, the largest food pantry in Illinois. Professionally, Danielle is a member of the DuPage Estate Planning Council and serves as a co-chair of a local Chamber TEAM.
Danielle and her husband enjoy spending time tracking their soon-to-be four college-age sons. Her family loves spending time outdoors and visiting her parents’ family farm in downstate Illinois. She is also a devoted English bulldog owner and an enthusiastic participant in several book clubs.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Illinois
Bachelor of Science in Finance - Northwestern University, Kellogg School of Management
MBA in Finance, Accounting and Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Master of Business Administration
Affiliations
- Court Appointed Special Advocate (CASA) of DuPage County – board member
- Community Advisor Council of Loaves & Fishes – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is $2M Enough for Your Retirement Video from Savant Wealth Management
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can…
5 Retirement Strategies You Need to Know Video from Savant Wealth Management
Watch the video "5 Retirement Strategies You Need to Know" to learn expert strategies on retirement. Get practical…
Do I Need a Financial Advisor When I Get Divorced? | Ask a Savant Financial Advisor
A divorce may be one of the most expensive events of your life, yet few people consider working…
When Should I Enroll in Medicare? | Ask a Savant Financial Advisor
It's common to ask about Medicare enrollment as you approach retirement age, and the right answer really depends…
All Insights by Danielle M. Moore
6 insights
Is $2M Enough for Your Retirement Video from Savant Wealth Management
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can…
5 Retirement Strategies You Need to Know Video from Savant Wealth Management
Watch the video "5 Retirement Strategies You Need to Know" to learn expert strategies on retirement. Get practical…
Do I Need a Financial Advisor When I Get Divorced? | Ask a Savant Financial Advisor
A divorce may be one of the most expensive events of your life, yet few people consider working…
When Should I Enroll in Medicare? | Ask a Savant Financial Advisor
It's common to ask about Medicare enrollment as you approach retirement age, and the right answer really depends…
Are You Financially Fit? [On-Demand Webinar]
Savant’s director of growth Jason English and financial advisor Danielle Dahn discuss ways to help you become more…
Medicare Basics [On-Demand Webinar]
Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all…
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.