Meet the Populus Wealth Team

Your team through Populus Wealth’s network consists of Wealth Managers and Certified Financial Planners™ that work closely with attorneys & CPAs to offer you the highest level of expertise to support your complex needs.

Daniella Friend

Daniella Friend

Founder, Wealth Manager

Daniella Friend is the founder of Populus Wealth, a boutique wealth management firm dedicated to guiding clients toward financial success with clarity and confidence. She spent over a decade as a consultant to financial advisors in both traditional finance and digital assets, before becoming an advisor herself.

Since entering the financial industry in 2011, Daniella has earned the CDFA® (Certified Divorce Financial Analyst) and CBDA (Certified in Blockchain and Digital Assets) designations. Her passion lies in empowering clients to fast-track their goals and navigate life’s transitions—through unknowns, like divorce, loss of a loved one, retirement, career change, or novel investment options, guiding them to pursue their highest potential both professionally and personally. Daniella’s approach is personalized and approachable, ensuring clients, whether new to wealth-building or financially sophisticated, feel supported and empowered to achieve their personal and professional goals.

  • Jim Friend

    Jim Friend

    Director of Operations

  • BJ Jennings

    BJ Jennings

    Director of Financial Planning

  • Hope Bristow

    Administrative Assistant