Daniella Amore, CFP®

Major life transitions can bring significant financial uncertainty and emotional stress, particularly for women managing these changes on their own. Since the beginning of my career, I have become extremely passionate about connecting with women and empowering them to achieve financial independence. It is the primary reason I transitioned to an advisory role from our portfolio management team. 

Surrounded by the chaos of sudden monetary responsibilities, widows and divorcees often find themselves navigating accounts that they don't completely understand or know how to manage. Whether you are in a relationship, single, navigating through loss or divorce, or simply looking to understand and organize your finances, I am dedicated to helping women from all backgrounds.  My goal is to provide the expertise needed to help you understand and consolidate your finances, and the guidance to support you in planning for your future.