Senior Financial Planner
B.Ed, CFP® in
Email: [email protected]
Frank is the Personal CFO and wealth mentor for a select number of high net-worth families and entrepreneurs. He heads the Private Family Office team of experienced professionals to look after the complex and evolving needs of his clients. Frank’s passion is to help his clients preserve, build and manage multi-generation legacies and wealth.
In 1994 Frank established Danielson Group Wealth management. Under his leadership, the team has earned a reputation for unsurpassed client service and wealth management advice. They take a disciplined, holistic approach to wealth planning and investment selection. They know that success is multi-dimensional and means more than just financial wealth.
Life Outside Of Work:
Established the Danielson Group Foundation to support children and families and find solutions for youth homeslessness.
- Can be found on the golf course, exploring how to be a better photographer or spending time with his son, Dylan