As a CERTIFIED FINANCIAL PLANNER™ professional and CFA® charterholder, Daniela’s main focus is working with new and existing clients to achieve their financial planning and investment goals. She is a member of the CFA Society Phoenix. Daniela graduated Suma Cum Laude from Saint Mary’s College, Notre Dame, Indiana, with a Bachelors of Business Administration and concentrations in Finance, Marketing, and International Business. Prior to joining Intrinsic Wealth Counsel, Inc., she was a wealth manager with Barnes Investment Advisory, Inc., a Phoenix-based registered investment advisory firm. She was with Barnes Investment Advisory, Inc. from May 2005 through January 2017. Daniela enjoys spen