Dan Laframboise first started in the financial industry in 1991 by helping clients secure term life insurance. This opened his eyes to the needs in the market, influencing how he runs his business today. Over the last two decades, Dan has built a successful career in wealth management. As President and Chief Executive Officer of DL Wealth Management Group, Dan offers his clients guidance on a wide variety of topics, including investments, asset protection, retirement planning, 401k rollovers, education planning, gifting strategies and estate distribution. Dan’s clients appreciate his integrity and availability. He meets with his clients as often as is necessary to stay informed about their evolving personal financial needs.
DL Wealth Management Group’s commitment is to provide maximum value in its relationships with every client. This is done by assessing each client’s core values, motivations, and beliefs. Dan employs a customized approach to the discovery and plan development process that helps clients relieve the stress and anxiety that can encompass such an important part of their lives. Dan is devoted to helping clients achieve financial peace of mind by taking a proactive, practical, and personalized approach to wealth creation, protection, and distribution. This approach to his practice over the years has led him to be recognized as a San Diego Five Star Wealth Manager in 2007-2013.
Dan graduated from University of Southern California in 1991 with a degree in Business Management/Finance. He holds FINRA Series 6, 7, 22, 63, and 65 securities licenses, as well as California Real Estate, Life and Disability Insurance licenses.
As a San Diego native, happily raising a family in his hometown, Dan firmly believes in the value of giving back to a community that has given him so much. He serves as a member of the board of directors for The Elizabeth Hospice (and its Foundation) and is an active supporter of the YMCA, Voices for Children, and St. Vincent de Paul Village. Strongly dedicated to the future success of his community and his clients, Dan appreciates the opportunity to help organizations that benefit San Diegans in need, and he encourages his clients to do the same.
For more information on whether or not Dan’s planning approach would be a good fit for you, please call him at 858-875-5838.