Daniela Fricke, CFP®Executive Wealth Advisor LPL Registered RepCA Insurance Lic #0F53006

Daniela Fricke, CFP®

Executive Wealth Advisor
LPL Registered Rep
CA Insurance Lic #0F53006

Daniela Fricke became a part of the Disney family when she participated in the International Program/German Pavilion at Epcot. She is now proud to be a member of the Partners Retirement and Wealth Management family where she shares the same core values as the cast members she serves—to conduct business with integrity, trust, honesty and respect.
With extensive experience in both tax planning and financial planning, Daniela is experienced and qualified to care for the financial needs of cast members. She brings more than a decade of experience to her role with Partners Retirement and Wealth Management, and the knowledge necessary to serve the diverse needs of the employees and families of The Walt Disney Company.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Daniela helps cast members of all ages and backgrounds manage their finances, define goals for the future, and develop a strategy in an effort to meet those financial goals.

Daniela’s education and designations include:

  • Boston University Program for Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)—Certified Financial Planner Board of Standards
  • Series 7 and 66 held with LPL Financial • California Variable Life, Health and Disability Insurance licensed
  • International Business Degree—University of Applied Sciences, Wiesbaden, Germany