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Daniela Villegas

Daniela Villegas

Co-Director of Operations & Client Service Manager

Daniela is the Co-Director of Operations & Client Service Manager for Erman Retirement Advisory. She brings over 8 years of administrative experience in office management, human resources, marketing, and financial operations. Since joining the team in May of 2020, she assists in the development and implementation of firm policies and procedures, manages and oversees the administration of firm policies, programs, and practices within the firm. She has been instrumental in creating and managing our monthly virtual education seminars. Daniela is passionate about providing a premier level of client service and business management.

 

Daniela completed undergraduate studies at Johns Hopkins University and is currently continuing her education through UCLA’s Board Certified Program in Personal Financial Planning. Daniela plans to further her career in financial services. She is a current student member of the Financial Planning Association and is fluent in Spanish.