Wealth Management Advisor
CurrentDan Laure focuses on investment planning, insurance planning, retirement planning, estate planning, tax planning, and distribution planning. Dan uses wealth assessment knowledge and experience as a CERTIFIED FINANCIAL PLANNER™ with Visionary Wealth Advisors LLC, along with the latest technology to understand and promote each client’s financial needs through comprehensive financial planning for individuals, families, and business owners. Dan works with clientele of all financial levels from private, high and ultrahigh net worth with multifaceted wealth and financial needs to clients who are new to finance and wealth management.