Daniel Aldrich donated 2019-12-04 11:08:56 -0800
We are an exclusive community of former college and professional athletes excelling in the world of business. We are competitors, teammates, friends, and trusted advisors. We expect nothing but success at the highest level as business professionals.
From the backboards to the boardrooms or the courts to the court of law, we maintain the passion, discipline, and fortitude to thrive in the sport of business. The uniforms may be different, but the athlete is always the same.
I take my world class competitive background and apply it to our clients
Provide personal wealth management to business owners and their families.
Some of my specialties include Financial Planning, Transition Planning, Exit Planning, Investment Planning for Family Business Owners and Franchisee's. My team at Aldrich Wealth Management Group is dedicated to providing the best in personal Wealth Management for individuals and Transition Planning for the family business owner. We are a team of strong individuals who take on a personal approach to serving our clients.
President at Aldrich Wealth Management Group
College/Pro Team: San Diego State
Chapter: Westlake Village (CrossBiz)
Profession: Financial Service
Specialty: Fin. Advisor/Wealth Mgt.
Preferred Contact: [email protected]