Danna Watkins
Owner & Licensed Financial Professional
is the founder of Hunter Financial & Insurance Solutions — an independent financial planning and insurance practice dedicated to helping individuals, families, veterans, and federal employees build protection, clarity, and a retirement they can count on.
Her commitment to service didn't begin in finance. It began long before that — when she came to this country as an immigrant and chose to serve it in uniform. Danna spent ten years in the United States Navy as an Information Systems Technician, achieving the rank of Petty Officer First Class. She then dedicated fifteen years to the Department of Veterans Affairs as a Data Analyst and Strategic Planner, earning a Lean Six Sigma Black Belt and a Master of Science in Analytics along the way. When she filed for VERA, the federal government recognized all of it: twenty-five years of combined service.
That background isn't a footnote — it's the foundation. Danna understands FERS, TSP, and FEGLI not as products to sell, but as systems she lived inside. She became the guide she wishes she had.
Her work took on new urgency after a personal loss in 2023, when her stepfather passed away and left her mother without the protection she had been promised. Watching her own family face that uncertainty turned her work into a calling: to make sure no family is left unprotected, unprepared, or unsure when it matters most.
Licensed in multiple states and having passed the Series 65 examination, Danna is currently completing her registration as an Investment Adviser Representative. She operates as an independent financial professional and works alongside trusted partners — including Valoram Solutions, Envest Advisors and GOALL Agency— to serve clients as a personal Board of Directors: customized, stage-specific planning built on integrity and transparency.
She has a particular heart for those who are often underserved: veterans, military families, federal employees navigating retirement, and small business owners who build their dreams without an employer's safety net.
Guided by her faith and her belief in service above self, Danna is passionate about empowering others through education — helping them reduce taxes, protect their families, maximize their benefits, and plan for a retirement that reflects everything they've worked for.
"Built on faith. Honoring your legacy."
Comprehensive Financial Services Based in San Bernardino
At Hunter Financial & Insurance Solutions, I serve individuals and families with a faith-guided, client-first approach. I help those preparing for retirement, as well as those already retired, gain clarity, stability, and confidence through thoughtful financial planning.
The financial products and services are tailored to each client’s stage of life, with every recommendation made transparently and with care.
My goal is simple: to provide guidance you can trust, so your financial decisions support your life today and in the years ahead. Contact me or book on Calendly to consult.
Empowering Tailored Strategies for Life Stages
Rooted in integrity and faith, I am passionate about serving diverse financial needs. From young families securing futures to retirees stabilizing income, my services are designed to adapt to all phases of life. Each strategy I propose is grounded in understanding and respect for your unique needs.
Community Values and Corporate Partnerships
Hunter Financial & Insurance Solutions is an independent financial planning and insurance practice serving individuals, families, and businesses at every stage of their financial journey. My work is guided by values rooted in faith, integrity, and community empowerment — because I believe that financial clarity is an act of service.
I offer complimentary consultations and work alongside trusted partners — including Valoram Solutions, Envest Advisors and GOALL Agency— to help businesses create meaningful value for their staff while strengthening their overall financial position.
These collaborations are designed to extend services to a broader community of individuals and small business owners.
Ready to take the next step? Schedule your consultation today.
Our Mission & Vision
Mission
Planning for today’s income needs while protecting tomorrow’s security.
We help pre-retirees and retirees make informed financial decisions by addressing tax efficiency and market risk, with the goal of supporting sustainable income and long-term financial confidence.
Vision
Our vision is to support individuals and families through the retirement planning process with clarity, professionalism, and long-term perspective.
Our Shared Values
1.
Respect Higher Priorities
We BELIEVE God, Family, and meaningful relationships come before everything else. Financial prosperity means supporting life’s highest priorities.
2.
Do the Right Thing
We BELIEVE in doing what is right, even when it comes at a financial cost. Integrity is not negotiable. Character always outweighs profit.
3.
Strive for Excellence
We BELIEVE in pursuing excellence in everything we do. We don’t seek perfection, we commit to doing our very best with diligence, care, and professionalism.
4.
An Abundance Mentality
We BELIEVE there is always enough to share. We choose collaboration over competition within our community and strive to win together. We compete in the marketplace, but never at the expense of one another.
5.
Choose Happiness
We BELIEVE happiness fuels success, not the other way around. We choose gratitude, joy, and optimism, and we aim to bring that spirit to every relationship and interaction.
6.
Meaningful Relationships
We BELIEVE in cultivating long-term, meaningful relationships. We want our clients, partners, and team members to experience trust, connection, and friendship.
7.
Transparency
We BELIEVE trust is built through transparency. In all we do, we are committed to honest, clear, and forthright communication.
Plan With Us
Our team offers holistic financial solutions tailored to your life's stage. Before you book a consultation, send me a message to explore how we can secure your financial future and legacy.
Office location
473 E. Carnegie Dr, San Bernardino, California, 92408Send us an email
[email protected]Other website
secondactblueprint.beehiiv.com