Daniela Aljawad has been in the financial services industry for over 12 years and has previously worked at firms such as Brighthouse Financial (formerly MetLife) and MassMutual. She focuses on working with retirees and understands their unique needs.
Daniela helps solve problems, answers questions, assists in providing solutions and proactively communicates important information to our clients. She strives to give clients a clear understanding about the administrative aspects of our clients’ relationship with Monolithe Wealth Planning Group, allowing your financial advisor to focus on financial planning and investment management.
Daniela is 100% dedicated to making sure your interactions with our firm result in your satisfaction. She is a long-time resident of Southern California where she lives with her husband and her fur babies. She is passionate about helping survivors of child abuse, Post-Traumatic Stress Disorder and animal welfare.