L. Daniela Radu

Daniela credits her success and independent approach to financial planning to her father. From within the midst of communist oppression in Romania, he risked everything to seek asylum in America in search of freedom and the opportunity to provide a better future for his wife and children. With unalienable rights afforded by the U.S. Constitution, education, hard work, sacrifice, savings, and the ability to invest, the family achieved more than they dreamed of. These are the foundational values that Daniela built her financial planning practice on and uses to advise her clients to achieve their financial goals.

With over 25 years of experience in the industry, Daniela has a proven track record of helping clients manage their wealth and navigate complex investment markets. Her guiding principle has been on providing superior personalized client service, and approaching each relationship with integrity, trust, and commitment. Her expertise and dedication to her clients have established her as a trusted advisor and confidant.

Daniela, her husband, and her daughter live in and enjoy southern California. As a family, in the winter you can find them in the mountains snow skiing and in the summer hiking and backpacking to the top of the Sierra Mountains or other high peaks throughout the United States. When it is time to unwind, Daniela spends time gardening.

Securities FINRA Series licensed for 6, 7, 22, 24, and 63 and insurance licensed for life, health, and disability.