Daniela Cerasani

Bio

Daniela has nearly 20 years of experience in financial planning, demonstrating an unwavering devotion to the field. Having earned a bachelor’s degree from the University of Connecticut and completed the Bryant University Financial Planning Certificate program, she brings valuable knowledge to her work.

Prior to joining Procyon in 2025, Daniela was a trader at Wooster Corthell, where she applied her problem-solving skills to assist with clients’ unique situations. This experience led her to transition into a dedicated financial planner role, becoming more involved in strengthening the foundation built to help clients achieve their goals. Drawing on skills developed early in her career in operations, Daniela has a natural talent for building and maintaining client relationships while staying attentive to their needs.

When Daniela is not working, you can find her bundled up at the hockey rink cheering on her youngest son or on the golf course supporting her eldest son. In between her career and being a sports mom, she enjoys baking and hosting events for her friends and family.