Daniella P. dos santos
IRS Certifying Acceptance Agent (CAA)
Registered Tax Preparer (AFSP)
Notary Public
📞 +1 (609) 705-2269 | WhatsApp
☎️ +1 (732) 759-8654 | Fixo ext. 102
✉️ [email protected]

A Journey in Financial Services
I launched my financial career in 2006, beginning in banking while attending college. My fascination with finance quickly grew, driven by a genuine desire to help others and make a positive impact in my community. Over the years, I’ve developed extensive expertise across a wide range of financial services, including banking products, personal and business credit, insurance, mortgages, bookkeeping, accounting, tax preparation, and document translation.
Fluent in English, Portuguese, and Spanish, I am proud to serve a diverse client base; most whom are Portuguese, Brazilian, or Hispanic, many with English as a second language or limited English proficiency. My commitment is to provide accessible, personalized financial solutions tailored to each client’s unique needs.
In 2014, I began assisting clients part-time from my home while still working in retail banking. By 2016, I took the next step and officially opened the Dos Santos Agency office in West Long Branch, New Jersey, further enhancing my ability to support my clients. In April 2024, I finalized a successful property acquisition and moved my office to Eatontown, NJ, where I continue to help individuals and businesses achieve their financial goals.
Mission Statement
My mission is to empower individuals and businesses from all backgrounds to achieve financial stability and success. I am dedicated to providing trustworthy guidance, personalized service, and clear communication—especially for those who face language barriers—so every client can confidently navigate their financial journey.
Call to Action
Ready to take control of your financial future? Contact me today to schedule a consultation and discover how personalized financial solutions can help you achieve your goals. Whether you need assistance with banking, credit, insurance, taxes, or more, I am here to support you every step of the way.
Receptionist
Dos Santos Agency | Since 2023
📞 +1 (609) 705-2269 | WhatsApp
☎️ +1 (732) 759-8654 | Landline ext. 100
✉️ [email protected]

Accounting Specialist
Dos Santos Agency | Since 2020
📞 +1 (732) 737-5042 | WhatsApp
✉️ [email protected]

Administrative Assistant
Dos Santos Agency | Since 2026
📞 +1 (609) 705-2269 | WhatsApp
☎️ +1 (732) 759-8654 | Landline ext. 101
✉️ [email protected]

37 THROCKMORTON aVE
eATONTOWN, nj 07724