Danette Lowe, CFP®
President - Wealth Management, Retirement Planning Specialist
I am a CERTIFIED FINANCIAL PLANNER™ professional and president of TruNorth Wealth Management, LLC. I have wanted to be a CFP® professional since the 8th grade. During a career planning exercise, I read an article about a woman who was a CFP® professional, and she spoke about how much she enjoyed helping her clients plan for the future. She said she was good at math and liked helping people. That really resonated with me, and I began my journey to become a CFP® professional.
I attended California State University, East Bay, and earned a BS in business administration with an option in finance. After college, I went on to work as a senior financial analyst at EurekaBank, FSB. There, my team and I managed the bank's investment portfolio, which consisted of $1.2 billion. This experience was crucial and provided me with a breadth of understanding of the capital markets. It directly helps me in doing what I do for my clients.
Moving to Nevada in 1998, I became a financial advisor for a wirehouse firm in 1999. I was then able to continue my education and realize one of my lifelong dreams of becoming a CFP® professional in 2007. In 2012, I had the opportunity of going independent and launched TruNorth Wealth Management, LLC. I love being a small business owner and being able to create a customized experience for each family that walks in the door.
I am married to my high school sweetheart, Derek. We have two sons, Jake and Brian, and a beautiful granddaughter, Isabel. We also own a rescue dog named Lexy, also known as “jaws of fury” for her penchant for chewing up pillows.
I enjoy many hobbies, including photography, and my pictures can be found in my home and office. The great outdoors calls to me, and, with the proximity to the Sierra Nevada Mountains, I enjoy backpacking, kayaking, hiking, and fishing.
Crafts of all kinds are my passion, especially knitting, quilting, and sewing. My friends and I have donated more than 200 knitted caps to Chemo Caps for Kids. I am committed to a healthy lifestyle that includes regular meditation and weight lifting. I have also become an avid Fitbit user and have fun trying to attain 15,000 steps per day. I strive to create balance within each aspect of my life, and my favorite saying is, “Let 100 Flowers Blossom.”
Client Service Associate
I have been with TruNorth since its inception in 2012. In fact, I helped renovate the office before we moved into it. I am extremely dedicated to helping our clients here at TruNorth. Truly a family business, I am Danette’s mom and have a wonderful time working with my daughter. I have always told Danette to save her money, which is probably one of the reasons Danette loves to help her clients save their money.
Before working at TruNorth, I was known as Dr. Nancy when I worked for the Teddy Ruxpin ‘Hospital’ fixing and repairing Teddy and his friends. I am an avid foodie and enjoy delighting others with new and interesting recipes. Having been a lifelong gardener, I strive to grow amazing vegetables in our short growing season. I also love spending time with my pug, Maggie.
Client Service Associate
I work at TruNorth as Danette’s Assistant, helping clients reach their financial goals. Danette is truly an inspiration to work for, and I enjoy helping her succeed in her work.
I previously worked at Sutter Health in Sacramento as an Administrative Assistant. I am new to the area, which I just love, and find the slower pace of life a pleasure. I enjoy art, knitting, drawing animals, photography and hanging out with my dogs.