Danielle Wen

Danielle is a Wealth Advisor at Beacon Pointe Advisors, where she partners with individuals and families to create goals-based wealth strategies aligned with their long-term objectives. She advises clients through complex financial situations, including concentrated stock positions, with a focus on tax-efficient planning, estate and legacy strategies, and multigenerational wealth planning. Danielle is passionate about helping clients navigate pivotal financial decisions while preserving and growing wealth across generations.

Prior to joining Beacon Pointe, Danielle held the position of Vice President, Fixed Income Sales at Credit Suisse and UBS. She is also an entrepreneur, having founded a nationally recognized fashion technology brand. Danielle graduated with a Bachelor of Science in Economics from Massachusetts Institute of Technology (MIT) and is proficient in Mandarin Chinese. She resides in San Francisco with her husband, two active young kids and a rambunctious pup. She enjoys sailing on the Bay, electronic music and the outdoors.