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Daniela Truver


Vice President, Wealth Strategist

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About Daniela

As part of Sequoia’s dedicated Wealth Planning team, I work collaboratively with your wealth advisor to leverage the strength of our combined experience to develop a customized, strategic plan. We are a team of professionals who focus our time on laying out the practical steps necessary to move you from where you are today to where you want to be tomorrow. Beyond simply creating a plan, Sequoia’s Wealth Planning Team provides ongoing support to help you remain on track throughout unique life events and circumstances. We are here to help you chart a course forward to fulfill your objectives and create the future you’ve imagined.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Accreditation & Education

DA Tsenov Academy of Economics, Bulgaria, Master of Finance
Certified Trust and Fiduciary Advisor

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Enjoys outdoors, hiking, and traveling
Daniela is a lifelong learner who enjoys mastering new skills

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Daniela Truver,


Vice President, Wealth Strategist