Daniela Perez, Financial Services Professional with Nylife Securities LLC

Daniela Perez, Financial Services Professional with Nylife Securities LLC As a Financial Services Professional at NYLIFE Securities LLC, I help families achieve financial security. I am not licensed in all jurisdictions.

​I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Com

pany and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

8000 IH10 W
Suite 800
San Antonio, TX 78230
(210) 321-1400
(210) 872-9776

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA License #4116176

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can h...
06/04/2026

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a ...
06/03/2026

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for busi...
06/02/2026

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/4egQsNo

05/29/2026

You’ve worked hard, made sacrifices, and built a life full of purpose and love.
Now it’s time to make sure your family’s future carries that same strength forward.
Together, we can help turn today’s dedication into tomorrow’s security.
Let’s talk about the path that fits your family best.

05/28/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

05/27/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and t...
05/26/2026

No matter how long the Iran war goes on, the economy is bound to suffer from it. Here are some updates on politics and the economy, and what we may see in the near future.

The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
05/25/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s d...
05/22/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

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San Antonio, TX
78230

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