Meet Dani Wrubel, CFP®


Dani Wrubel, CFP® began her career at AdviceOne in 2017 in the Advisor-in-Training program soon after graduating from UConn with a double major in Political Science and Economics. During her time at UConn, she was a part of many teams and clubs, including two years on the Women’s Rowing team, four years as a DJ and training director at the radio station, WHUS, and four years in an a cappella group. To this day she is a proud supporter of the UConn Huskies! Those experiences taught her that she loves to teach and mentor, which she takes great pride in.

She earned her Certified Financial Planner designation in 2022. She spends her days helping her clients plan for and execute their retirement – and all the life that happens after.

Helping her clients to fully understand their financial options is her favorite part of her job. When she’s not working, she’s usually outdoors hiking, skiing, running, playing with her dogs, or gardening. She just completed her first half marathon.

Fun facts about Dani

  • Enjoys hiking and has a goal to summit all 46 peaks in the Adirondacks
  • Performed at Boston Symphony Hall during her time at UConn
  • Has a green thumb and an impressive collection of houseplants

Play Video

“We need to be able to do everything exactly the same way every time. That gives evidence to our clients who are used to their own processes and procedures at work that they're partnered with a company that lives and breathes the same systems that they do - just in a different industry.”

Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.

Meet with an Advisor

Make an appointment to consult with an AdviceOne financial advisor to talk about your unique retirement goals.