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Danielle Learene Luster

Bamboo Wealth Strategies

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About Danielle Learene Luster

Danielle Learene Luster is a financial advisor registered in California. Danielle is affiliated with Bamboo Wealth Strategies, a financial advisory firm that has been in business since 2014. Danielle has over 30 years of experience in the financial services industry, and holds the Series 6, Series 7 and Series 63 licenses. Danielle is also a Certified Financial Planner. Danielle specializes in working with individuals and families, charitable organizations, and pension and profit-sharing plans. Danielle helps clients with financial planning, portfolio management, and pension consulting.

Firm Information

Danielle Luster is currently registered with Bamboo Wealth Strategies. Bamboo Wealth Strategies is an investment advisory firm located in San Diego, California. They advise individuals, high-net-worth individuals, pension and profit sharing plans, and charitable organizations. The firm offers financial planning and portfolio management services. They have approximately $184 million in assets under management.
Bamboo Wealth Strategies

3131 CAMINO DEL RIO NORTH

SAN DIEGO, CA 92108

$184.24M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Danielle Luster’s Registration & Firm History

CA

01/09/2025 - Present

Bamboo Wealth Strategies (SAN DIEGO CA)

CA

10/09/2009 - 09/09/2014

METLIFE SECURITIES INC. (SAN DIEGO CA)

CA

04/13/2004 - 10/12/2009

ALLSTATE FINANCIAL SERVICES, LLC (POWAY CA)

TX

04/22/2002 - 04/14/2004

VERITRUST FINANCIAL, LLC (AUSTIN TX)

CA

07/15/1992 - 04/22/2002

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

CA

11/07/1989 - 12/12/1991

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

08/04/1989 - 11/07/1989

VALUE EQUITIES CORPORATION

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Licenses & Designations

BC

Issued 06/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 08/02/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Danielle Learene Luster.
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