Lori Daniel
Financial Specialist at MacLean Financial Group
- Role
- Wealth Advisor at Maclean Financial Group
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Lori Daniel
I am a Registered Representative and offer a variety of products and services that can help you meet a number of financial and insurance needs including retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me with any questions or concerns you may have. I can help you analyze your needs and recommend appropriate solutions.
Experience
Wealth Advisor
Apr 2016 — Present · Reno, NV, US
With over 18 years in the insurance/financial industries, I utilize my vast experience to assist business owners, and individual clients leverage their assets. In this corporation, I manage $60 million assets under management. As I recognize that each client is different and has unique financial needs and risk tolerance, I seek solutions that are best for them. I educate and advise business owners and individuals about financial planning, tax shelters, retirement plans, enrollment meetings, 401K set-ups, life insurance, profit-sharing plans, and defined benefit plans- Increase enrollments in group retirement plans (401K and 403b) for large and small organizations- Facilitate and present at education workshops and seminars for trustees on some of the best services available, allowing them to make better informed financial decisions- Conduct an annual review of financial plans where I provide clients with detailed analysis and recommendations- In charge of new business development initiatives. Recently, I received certification for exit planning strategies for businesses- Conduct annual shareholder meetings and open enrollment meetings for clients to educate their employees on all the offerings we provide.
Education
UCLA
Bachelor of Science - BS, PSYCHOLOGY
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