As a Wealth Strategist, Daniela helps clients see the big picture and works directly with their advisors to organize and simplify their family enterprise by employing tax-efficient strategies to achieve their stated objectives. She recognizes that multi-generational families of wealth face unique challenges and often spend an exceptional amount of time addressing the financial and legal complexities of their lives. Her goal is to free up clients’ time to do the things they 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 clients’ most difficult questions are locked within them and often can be found in candid and open conversations with family members, business partners, and advisors. Her areas of specialization are multi-generational planning and education, estate planning and fiduciary solutions, financial planning, and philanthropic planning.

Daniela is a CERTIFIED FINANCIAL PLANNER® (CFP®), an Accredited Estate Planner (AEP®), 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 from Carl Jung: “Where your fear is, there is your task.”