Daniela Villegas

Daniela Villegas

Director of Financial Planning
Long Beach, California, United States

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Work Experience

Edelman Financial Engines

Director of Financial Planning

2022-12-01 - Present

Erman Retirement Advisory

Co-Director of Operations & Client Service Manager

2022-01-01 - 2022-12-01

The Derm Institute

Practice Administrator

2015-04-01 - 2020-06-01

Pink Lotus Breast Center

Surgical Coordinator

2013-09-01 - 2014-04-01

Johns Hopkins School of Medicine

Research Assistant

2011-08-01 - 2013-08-01

Johns Hopkins University

Student

2009-08-01 - 2013-05-01

Skills

consulting investment management 401k rollovers retirement planning iras financial planning financial advising financial services investing

Languages

English