Daniela Dunne - AmeriFlex.com

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Daniela can be reached at:

Email: [email protected]
Direct Line: 805-885-1680

Daniela holds a degree in Economics from UC Santa Barbara, and as a Premier Planner her primary responsibility is to provide tailored financial planning services to clients.

Drawing from her previous career as a professional equestrian, Daniela excels in working with clients to build actionable plans and set strategic goals. Her extensive experience in buying and selling horses, teaching, and rehabilitating equine athletes has equipped her with a unique perspective on client relationship management and goal development. Daniela finds great fulfillment in guiding clients through their financial journeys and helping them reach the milestones that matter most to them.

magna2025-01-02T21:21:10+00:00December 11th, 2024|

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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