Daniela

Villegas

picture of a planner

Here to act in your best interests

About me

I started in the financial services industry during a time that was both challenging and always changing, and that has shaped my approach to helping clients navigate the ups and downs in their own financial lives. The experience of being part of the operations and client service team at the beginning of my career has given me the insight to expertly address client needs and concerns on a personal level. I’m passionate about helping my clients achieve their financial goals, delivering personalized advice in the areas of investments, retirement planning and estate planning.

Education

Bachelor of Arts, English - Johns Hopkins University

Visit one of our Locations

Los Angeles I - Seal Beach

3020 Old Ranch Parkway

Suite 100

Seal Beach, CA 90740

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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