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Mountain-Bishop Private Wealth Management

Mountain-Bishop Private Wealth Management

Financial Advisor in Long Beach, CA

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About Daneen

Daneen Light

V.P. of Operations, Mountain-Bishop Private Wealth Management

Daneen Light serves as the Vice President of Operations at Mountain-Bishop Private Wealth Management, where she has dedicated the past 21 years to supporting both the firm’s clients and its founders, Scott and Tom. Daneen’s journey to Mountain-Bishop was serendipitous. She had been working at Nordstrom for six years when she met Scott Bishop, who was shopping at the store. As they conversed, Scott shared his passion for helping people create personalized financial strategies. Intrigued by his work and the values of trust and excellence he upheld, Daneen made the bold decision to leave retail and transition into the financial services industry.

Today, Daneen plays a key role in advancing the firm’s mission, streamlining operations, and ensuring clients receive the best possible service. Known for her problem-solving skills, Daneen thrives on finding solutions and simplifying processes to improve both the firm’s internal operations and clients’ financial journeys. Always eager to grow, she actively seeks opportunities to enhance her knowledge and skills, ensuring she is well-equipped to meet clients’ needs and exceed their expectations.

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The registered representatives of Mountain-Bishop Private Wealth Management offer securities and advisory services through LPL Financial, a registered investment advisor, Member finra.org and sipc.org The LPL Financial registered representative(s) associated with his website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Scott Bishop | CA | 3738 Bayer Ave. STE 205 | CA | Insurance Lic. # 0B55872 Thomas Mountain | CA | 3738 Bayer Ave. STE 205 | CA | Insurance Lic. # 0B55827 https://www.lpl.com/crs