National Producer: 10241110
Originally from Switzerland, Daniela joined the financial service industry in 2009. After having learned many financial lessons the hard way, she became very passionate about educating people, especially women, on the importance of financial literacy,
Over the years, she had the opportunity to conduct hundreds of workshops on financial matters, educating thousands of individuals on Finances 101, college planning, alternative investments, and creative savings and retirement strategies outside of the typical financial planning “box”. Her audiences range from business owners, to public employees such as educators and law enforcement officers, non-profit organizations and even high school students.
being a passionate speaker, empowering individuals with financial knowledge,
she has been a guest speaker on various local radio shows on financial matters.
As an avid learner, she continually attends many summits for industry leaders
nationwide, earned numerous “Outstanding Performance” awards, and shared her
knowledge and expertise on stage as a panelist and speaker.
Daniela has also been a certified financial education instructor with the National Financial Educators Council (NFEC) since 2015.
“The difference between ordinary and extraordinary is that little extra!”