Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Aryauna Valdez
Client Services Assistant
Aryauna Valdez, CSA, is a Cetera Client Services Assistant retained by Well-Balanced Financial, where she helps keep client services running smoothly behind the scenes. From managing client communications and paperwork to coordinating...
Carroll Dannettell
Owner/President
Carroll.dannettell@ceterafs.com
M. Anita Ward
Client Services Assistant
Anita Ward, E.A., CSA, is an Enrolled Agent and a Cetera Client Services Assistant retained by Well-Balanced Financial, where she helps clients navigate the funhouse-mirror world of taxes and investments with clarity and calm.With her...