Enrich Your Life
When you partner with us, you’ll benefit from a transformative client experience—one that seeks to enhance and enrich your life. You’ll gain greater financial confidence because we want to help take away fear and uncertainty.
Guidance to Navigate the Financial Complexities of Your Life
When you work with Danette Lowe, you collaborate with a CERTIFIED FINANCIAL PLANNER™ professional who has specialized skills in dealing with the challenges of life transitions, such as buying a home, changing jobs, or the death of a loved one. She can help you with special needs planning situations, Social Security strategies, and Public Employees’ Retirement System (PERS) coordination.
A History of Guidance
We’ve been serving our clients’ needs for more than 20 years.
You can trust us with one of the most important decisions of your life—when to stop working. When you’re dealing with the uncertainties that come with transitioning from being a net saver to a net spender, you get the guidance you need to connect the dots and feel greater confidence in your financial future.
Interested in Becoming a Financial Advisor?
The Value of Women Helping Women
Women who want to become financial advisors look to Danette Lowe because she is passionate about inspiring and mentoring them to achieve their career goals. If you are a woman investor with the motivation to become an advisor, contact our team and let’s start the conversation.
Meet Danette
Experience Personalized Financial Guidance with Danette: Celebrating 25 Years of Building Prosperous Futures with Trust, Care, and Expertise.
Danette Lowe, CFP®
Founder—Wealth Advisor
Danette Lowe, CFP®
Founder—Wealth Advisor
Professional Journey
As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.
Passion Ignited
My commitment to enhancing people's financial lives was kindled in 8th grade, sparked by a profile of a successful Certified Financial Planner (CFP®) professional. This marked the beginning of my journey to bring financial security to others.
Education and Experience
After earning a Bachelor's degree in Business Administration, specializing in Finance from California State University, East Bay, I honed my skills as a Senior Financial Analyst at EurekaBank, FSB. Managing a $1.2 billion investment portfolio provided me with a comprehensive understanding of capital markets, which today aids me in evaluating clients' savings and setting them on a secure path to retirement.
Entrepreneurial Leap
In 2007, my dedication led to my dream of becoming a CFP® professional. Five years later, I launched TruNorth Wealth Management, LLC, where we deliver customized, transformative financial solutions.
Personal Life
Away from work, I cherish time with my family: my high school sweetheart, Derek, our sons, Jake and Brian, granddaughter, Isabel, and our rescue dog, Lexy.
Hobbies
I have a keen interest in photography, with a focus on nature. Our family adventures often lead us to the Sierra Nevada Mountains for various outdoor activities. I also find tranquility in knitting, quilting, and sewing, contributing to the 200+ creations donated to Chemo Caps for Kids.
A Community-Centric Focus
The TruNorth Wealth Management team is passionate about giving back to our community. These are a few of the great organizations and causes that we support.
Ready to Retire
Meet Grace and Martin
Will you be able to retire early, continue to meet college expenses for your children, and address the cost of assisted living for an aging parent? If you find yourself in the “sandwich” time of your life, see how we helped Grace and Martin bring all the pieces of their financial life together.
