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  • Our Team
  • Comprehensive Wealth Management
    • Estate Planning
    • Asset Management
    • Generational Wealth Planning
    • Retirement Planning
    • Tax Planning
    • Risk Analysis
    • Business Planning
  • Resources
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Director Tax and Estate Planning Support

Danielle Page, CFP®, CTFA

Danielle has been with Kaplan Financial for nearly ten years. She has done exceptional analyses for Social Security decisions and high-level estate planning. Her analytic abilities and qualitative skills are essential to the firm.

She is a Certified Financial Planner™ and holds the Certified Trust and Financial Advisor (CTFA) designation as well. Danielle worked in the family office group of BNY Mellon as a Client Relationship Manager before joining Kaplan Financial in 2013. She is a graduate of Bentley University with a B.A. in International Culture and Economy.

Industry experience: 22 years

Joined Kaplan Financial: 2013

2 Newton Executive Park Ste 300

2227 Washington St.

Newton, MA 02462

(617) 527-1557

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.


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