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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 is proud to be a member of the Partners Retirement and Wealth Management family since 2007, where she shares the same core values as the cast members she serves–to conduct business with integrity, trust, honesty and respect. Daniela is committed to her fiduciary duty to always act in the best interests of her clients.

With extensive knowledge in both financial planning and tax planning, Daniela is experienced and qualified to care for the financial needs of cast members. She brings more than 20 years 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 and all her clients.

As a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, Daniela helps cast members of all ages and backgrounds develop a financial plan for retirement, define goals for the future, and create a strategy to address those financial goals.

Daniela’s education and designations include:

  • Boston University Program for Financial Planning
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)–Certified Financial Planner Board of Standards, Inc.
  • Series 7 and 66 licenses held with LPL Financial
  • Life Insurance and Annuities licenses–State of California
  • International Business Degree–University of Applied Sciences, Wiesbaden, Germany

In her spare time, Daniela enjoys exploring the outdoors in beautiful Southern California with her husband and two young daughters.

Katella Branch