Michael Dahlquist
Location:
Northern VA
Specialty: Advanced wealth transfer planning
Mike Dahlquist has more than 30 years of experience working exclusively with wirehouses and independent financial advisors to assist then with developing advanced wealth transfer plans for their affluent clients.
As an insurance expert, Mike works collaboratively with client’s attorneys, CPAs, and family members to create insurance solutions designed to suit the clients specific financial planning needs. Mike is a highly experienced and respected financial professional who prides himself on offering a customized risk solutions from a variety of highly rated carriers.
Mike graduated from the University of Minnesota in 1984 with a BS in Marketing and holds his series 6, 7, 63, and 24 licenses through FINRA.