Visionary Wealth Advisors
Daniel Laure, CFP®, MBA, is a seasoned Wealth Management Advisor at Visionary Wealth Advisors since January 2015, specializing in a wide range of financial planning services, including investment, insurance, retirement, estate, tax, and distribution planning. With a strong foundation in financial expertise as a CERTIFIED FINANCIAL PLANNER™, Daniel employs advanced technology and wealth assessment strategies to address the comprehensive financial needs of individuals, families, and business owners. Prior to this role, Daniel served as a Financial Advisor at Northwestern Mutual from May 2010 to January 2015. Educational accomplishments include a Master of Business Administration from Lindenwood University, a degree in Finance and Accounting from the same institution, and certifications in Retirement Income Planning and Financial Planning from the American College of Education and College for Financial Planning, respectively.
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Visionary Wealth Advisors
We are a company built by people who love to help others define their life goals, dream big, and accomplish what they set out to do. We are more than wealth advisors. We are Visionaries. Visionaries plan for the future with wisdom, optimism & creativity. They always look forward, inspiring their clients to envision what their future could be, pushing their limits, & encouraging them to achieve their dreams. Visionary Wealth Advisors is a Registered Independent Advisor, and like all RIA firms, we have no proprietary investments to sell, nor have any incentive to recommend funds that do not fully benefit the client. But unlike most RIA firms, we have not set any limits for ourselves. Our Visionaries have access to the whole world of investment choices. Every recommendation we make is specific and personal to the client, based on their unique situation and life goals. We work together with our clients to help them see and achieve a future greater than their past.