NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
As the Founder of Financial Literacy Institute, she specializes in financial planning and empowerment through education. She has been a guest speaker on various local radio shows and podcasts, co-produced a documentary, and published several articles.
Over the years, she conducted hundreds of live workshops on financial matters, educating thousands of individuals on how to implement better savings and retirement strategies.
Daniela captures the mindset of individuals by helping them navigate through the complexities of economic cycles and emphasizes the importance of retirement planning.
As a successful business owner, financial educator and retirement income strategist since 2009, she intimately understands the financial challenges especially women are facing today. Ironically, her own story includes some embarrassing money mistakes and lessons learned the hard way before she joined the financial service industry.
Daniela, originally from Switzerland, immigrated to the United States in the year 2000 to pursue her dream of becoming an entrepreneur. She loves the natural beauty of living in Southern California, enjoys outdoor adventures and traveling to explore new countries and cultures. She speaks 4 languages fluently, and cares about animals and supports animal welfare causes whenever she can.
She holds various professional designations including:
· Certified financial education instructor with the National Financial Educators Council (NFEC)
· Recognized as one of the top 20 Financial Coaches in Los Angeles in 2022
· Social Security Claiming Strategist
· Certified Financial Fiduciary®