Multi-generational families of wealth face unique challenges and often spend unordinary amount of time addressing the financial and legal complexities of their lives. As a wealth strategist, Daniela will help you see the big picture and work with your advisors to organize and simplify your family enterprise by employing tax efficient strategies to achieve your stated objectives. Her goal is to free up your time to do the things you love the most, whether it’s building a legacy, surfing the highest wave, or solving the world’s challenges.

Daniela believes that the answers to your most difficult questions are locked within you, and often can be found in candid and open conversations with family members, business partners, and advisors. Her areas of expertise are multi-generational planning and education, estate planning and fiduciary solutions, financial planning, and philanthropic planning.

Daniela is a CERTIFIED FINANCIAL PLANNER™ and a Certified Trust and Fiduciary Advisor (CTFA). She holds a Master of Finance degree with a Minor in Banking from DA Tsenov Academy of Economics, Bulgaria. She is a member of the Estate Planning Council of Cleveland.

In her free time, Daniela enjoys hiking, traveling, and learning new skills. Her favorite quote is, “Where your fear is, there is your task.” Carl Jung