Dan Laframboise, President and CEO of DL Wealth Management Group, began his financial career in 1991 after graduating from The University of Southern California with a degree in Finance. It was then he moved back to his birth place of San Diego and began developing his financial planning practice located in Sorrento Valley.

As well as having a successful financial planning practice, Dan has been asked by other financial planning companies to train their financial planners. “Through this journey, I’ve realized that I’m an educator at heart. Training other planners has really allowed me to indulge that passion.”

Dan’s list of professional designations and licenses include: Registered Investment Advisor, Series 6, 7, 22, 63, 65 Securities licenses, California Real Estate, Life / Disability Insurance licenses, and California Long Term Care Insurance designation. Dan was also identified as a 2007 San Diego Five Star Wealth Manager based on client satisfaction.

Dan enjoys volunteering in the community. He currently serves on the board of directors for The Elizabeth Hospice. Dan also actively supports our local YMCA and Saint Vincent de Paul.