Danna Watkins

Owner & Licensed Financial Professional


Danna Watkins is the founder and owner of Hunter Financial & Insurance Solutions, a faith-based financial services firm dedicated to tailored financial planning, health insurance benefits, wealth management, and small business solutions. Her commitment to service didn't begin in finance—it began in uniform. As a U.S. Navy veteran who went on to serve with the U.S. Department of Veterans Affairs, Danna learned discipline, integrity, and a deep respect for the people who place their trust in her. Today she brings that same dedication to every client she serves.


Her path into financial services 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, Danna is an independent broker working alongside a team of agents, advisors, health benefit brokers, and investment advisor representatives. Together—powered by Valoram Solutions and partnering w ith Envest Advisors , KEVO Benefits , and GOALL Agency—we serve as a personal Board of Directors for our clients, offering customized, stage-specific planning built on integrity and transparency. Danna has a special heart for those often underserved: veterans, military families, 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, maximize wealth, protect their families, and plan for a secure retirement. Her goal is simple: to give every client the clarity and confidence to move forward, knowing someone is in their corner.


Comprehensive Financial Services Based in San Bernardino

At Hunter Financial & Insurance Solutions, we serve individuals and families with a faith-guided, client-first approach. We help those preparing for retirement, as well as those already retired, gain clarity, stability, and confidence through thoughtful financial planning.


Our financial products and services are tailored to each client’s stage of life, with every recommendation made transparently and with care. Our 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

In addition to offering complimentary consultations for individuals and families, we are powered by our parent company, Valoram Solutions.

We partner with other faith-based organizations such as GOALL Agency, Envest Advisors and KEVO Benefits to support businesses who want to create value for their staff while improving their business valuation.

Our services are designed to meet people and businesses at every stage of their financial journey, guided by values rooted in faith, integrity, and community empowerment. 

Through trusted partnerships, we aim to serve our clients with clarity, care, and purpose. 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

We BELIEVE true prosperity begins with character, is strengthened by excellence, and is sustained through trust.

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.

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