Nora Daniels CFP®

Financial Planner Assistant
781-884-2351

My journey to financial planning started in 2013, when I graduated from Bentley University. Along with my degree, I got an unexpected gift: student loans. The word ‘gift’ is not a typo; having loans lead me to find my passion for finance. By working 3 jobs, I was able to pay off all my loans in 11 months. As I got further from graduation, I spent more and more time learning about personal finances.

While I had a fun and interesting career in marketing for 8 years, the pandemic made me take a step back and think about how I wanted to spend the rest of my career. I got to thinking of those long-gone student loans: of how interesting and exciting I found it to navigate that space, and to all the experiences since then that have made it clear that I was meant to work in financial planning.

I joined Rope Financial in 2021 and earned my CFP® certification in 2023. I still can’t believe that every day I get to do something I am so passionate about. My goal is to make our clients feel heard, as everyone has different financial goals, and it’s important that we really understand them.

When I’m not working, you can find me chasing after my daughter, traveling the world, learning languages, or listening to podcasts while walking my 2 rescue dogs with my husband.