Daniela Pena Reed
Daniela joined Haven Wealth Group in March 2018. She is responsible for preparing Client’s Financial Market Review and Investment Strategy presentations. Within this role, Daniela compiles and organizes reports/materials to create personalized Prospect Books and Financial Plans for potential clients of Haven Wealth Group. The role also consists of analyzing data and performance.
Daniela earned her Bachelor’s of Business Administration with a Major in Finance from The University of Texas at San Antonio. She is currently studying for her Series 65.