Daniel B. Aldrich

CA Insurance Lic. # 0801946

LPL held FINRA Licenses: Series 7, 24, 31, 63, 66

Dan Aldrich has been in the financial services industry since 1990 when he worked with Allstate while he was obtaining his B.S. in Finance from San Diego State University. After graduating, he was hired by Dean Witter Reynolds in San Diego and spent three years with the firm.

A highly specialized bond management company in Los Angeles recruited Dan in 1995, where he worked until 1999. Dan then spent two years consulting for small businesses while they raised venture capital. In 2001 with a desire to return to what he really loves, working with individual families to help them pursue their financial goals, Dan joined The Estate Management Group, Inc., an independent wealth management company. 

In 2009 Dan launched Aldrich Wealth Management Group to deliver specialized wealth management services to his clients, reflecting Dan’s commitment to providing the highest ethical standards in the industry.  

Dan is an accomplished professional and motivational speaker. He has been speaking to High School students since 1993 giving motivational speeches to students regarding overcoming personal challenges. He was the founding chairperson for the Jr. Executive Board of Directors for the Make-A-Wish Foundation Los Angeles. He was an active Rotarian from 1994-2009 and raisies money for and competes as an athlete for the Challenged Athletes Foundation. He currently serves as President for the North American One-Armed Golfer Association.  Dan is married to Nedda and has two children, Jordan and Caleb.