Daniel Aldrich



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

1077sc
Sport: Water Ski / Golf
College/Pro Team: San Diego State
Chapter: Westlake Village (CrossBiz)
Profession: Financial Service
Specialty: Fin. Advisor/Wealth Mgt.
Preferred Contact: [email protected]


Daniel Aldrich's activity stream

  • rsvped for Pasadena Team Meeting 2021-09-13 15:07:57 -0700

    Pasadena Team Meeting

    Member Spotlight - Lindsey Ingram!

    Lindsey Ingram is an insurance professional that partners companies and their employee benefits teams to support their employees’ vision care needs. She currently works with VSP Vision Care to support their clients with 1000 or more employees located in the Los Angeles area up through Bakersfield. She specializes in working with Taft-Hartley funds. Prior to working with VSP Vision Care, she spent time on the brokerage side of benefits as an Associate Broker.

    Lindsey grew up in Dallas, Texas and decide to make the move halfway across the country for college. She attended Occidental College where she earned her BA in Economics and Classical Studies. While at Occidental, Lindsey was a member of both the track & field and cross country teams. While on the track team, she was an 800-meter runner.

    We look forward to seeing you there!

    The AthletesTouch Team

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

    outdoorproducts.com

    WHEN
    September 29, 2021 at 7:30am
    WHERE
    Zoom Video Conference Call
    (Link Provided after RSVP)
    Pasadena, CA
    United States
    Google map and directions
    10 rsvps rsvp

  • donated 2019-12-04 11:08:56 -0800

    Event Checkout

    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.

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