Danielle Goebel
Associate Advisor
Associate Advisor
Danielle Goebel is an Associate Advisor for Citizen Advisory Group. She came to CAG with ten years of industry experience, earned her bachelor’s degree in business management, has an Ohio life and health insurance license, and is an Investment Advisor Representative for Advisory Alpha. Her role as an Account Manager and Associate Advisor allows her to directly interact with new and existing clients to build personal relationships and exceed their expectations.
Danielle understands that decisions regarding your finances are very personal and scary. That is why she is passionate about making sure her clients are informed and comfortable so they can have the best retirement experience possible.
Danielle was born and raised in Toledo, Ohio, and lives just down the street from her childhood home. When not in the office, she enjoys golfing, reading, traveling, and spending time with her six children and one granddaughter.
Local Restaurant: Black Rock
Author: Malcolm Gladwell
Pets: 3 Golden Doodles and one cat
Hobbies: Spending time with my children, golfing, reading
Dreams: Travel to Ireland and Hawaii, earn Master’s degree