I am a Wealth Consultant and Owner at Daikovich Wealth Management, and I have been privileged to work in the financial services industry for over 20 years. My journey began with a Bachelor’s degree in Business Administration-Marketing Management from California State University of Polytechnic, Pomona. Over the years, I have obtained the Series 7, 65, and 63 licenses, held with LPL Financial, as well as my life insurance license, which have been instrumental in my professional development.
My career started at Washington Mutual as a financial consultant. Following Washington Mutual's acquisition by Chase Investments, I continued my role as a successful financial consultant. After a decade in the banking sector, I made the decision to start my own firm with LPL Financial. This move allowed me to become an independent financial consultant, enabling me to focus on my clients' individual needs and provide personalized guidance and service to individuals and their families.
At Daikovich Wealth Management, I strive to create a one-of-a-kind personal experience for each of my clients. I understand that every person is unique, and their investment plan should reflect that uniqueness. The success I have achieved is largely due to the long-term relationships I have built with my clients, which foster open and honest communication about their financial affairs. I take great joy in helping clients who rely on me for financial education, and I believe that the greatest value I can provide is consistency. I am honest and reliable, and I treat my clients like family.
My family's journey began in the former Yugoslavia, and we grew up in Arcadia, CA. Today, I live in Lake Forest, CA, where I continue to build my career and contribute to my community. My background and experiences have shaped who I am today, and they drive my commitment to providing exceptional service to my clients.