Daniela Martinez

Staff Accountant

Daniela is our most recent graduate, having received her four-year degree from the California State Polytechnic University, more commonly known as Cal Poly. She earned her bachelor's degree in Business Administration with an emphasis in Finance, Real Estate & Law. She is a diligent student and an even more diligent worker.

Equally impressive, Daniela is also the first in her family to acquire a degree from a nationally recognized 4-year university. Her family and friends are all extremely proud of her.

Since she was young, math has always been Daniela's favorite subject, so she knew she wanted to work with numbers. Here at DMC, she confirmed what she always knew was true; she is in the right field. Being a Staff Accountant, she loves expanding her tax knowledge, training, and preparing tax returns for her clients. Not to be limited in her scope of responsibilities, Daniela is currently training with our wonderful Investments team to become an Investment Paraplanner.

When Daniela does have spare time, she enjoys her family time, especially with her sister who she is very close to. She is also an avid gym enthusiast, working out practically every day with her friends.  She loves outdoor activities. She recently took a family trip to the National Sequoia Park to take in the scenery and have a chance to see the tallest trees in the world. On the weekends, Daniela explores different restaurants and bars, always on the lookout for her favorite drink: a nice glass of Don Julio 1942!

Not registered with Royal Alliance Associates, Inc.