The AMERIFLEX GROUP | WWW.AMERIFLEX.COM
DANIELA@THEAMERIFLEXGROUP.COM | (805)885-1680
About: Daniela holds a degree in Economics from UC Santa Barbara, and as a Premier Planner her primary responsibility is to provide tailored financial planning services to clients.
Drawing from her previous career as a professional equestrian, Daniela excels in working with clients to build actionable plans and set strategic goals. Her extensive experience in buying and selling horses, teaching, and rehabilitating equine athletes has equipped her with a unique perspective on client relationship management and goal development.
Specialties: Daniela finds great fulfillment in guiding clients through their financial journeys and helping them reach the milestones that matter most to them.
Quote: "Difficult roads often lead to beautiful destinations." — Anonymous
Connect: Contact Daniela at daniela@theameriflexgroup.com or at (805) 885-1680 today!
MEMBER SINCE JUNE 2024
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.