Personal
As a native Californian, Daniela grew up in the middle of her family’s cherry orchard. She is proud to be a farmer’s daughter as it taught her amazing life lessons and the importance of hard work. She is a passionate person who is very close and dedicated to her family and loved ones.
When Daniela is not reading up on the financial world you will most likely find her outdoors. In 2019, she bought a home in Pacifica with her fiancé and they love it there. In their spare time, you can find them keeping active by hiking, cycling, mountain biking, kayaking, or going to the beach with their pup, Luna.
Professional
Daniela decided to make the transition into the financial industry after her journey as a small business entrepreneur. She decided to join the financial world in order to make a bigger impact on more lives. Her goal is to help relieve the stresses caused by financial uncertainty.
She is passionate to help as many people as she can. Daniela strives to put her clients first, always empathizing with them, understanding their goals, and tailoring plans that are in alignment with their goals and dreams.
Daniela and her team of experts help individuals, families, and small businesses strategically plan within the areas of wealth accumulation, risk management, income protection, education funding, and retirement funding while minimizing the impact of taxes. Her team can also assist in employee benefits, business succession, and complex estate planning issues. One of Daniela’s major mottos in life is teamwork’s dreamwork and she is here to be part of your team!
Education
Bachelor of Science in Agriculture Business - Business and Management from the California Polytechnic State University, San Luis Obispo
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
