Daniel Lauletta AEP® CFP® ChFC® CLU® LUTCF®

Partner and Financial Planner

There are few things more important than helping others, and Dan Lauletta knows that help can come in many forms.

Over 30 years ago, Dan entered the financial services industry because he wanted to help his clients, their families, and their communities to live full lives, with confidence, hope and opportunity. There are few ways to do this better than being a Certified Financial Planner professional with a specialty in helping his clients identify, articulate, and plan for the future they truly desire.

Recognized for his consistent performance, Dan has earned and qualified for the prestigious 2013 *Five Star Wealth Manager Award, and has authored articles for GAMC New Journal, Managers Magazine from LIMRA International, Northeast Ohio’s Inside Business, and National Underwriting. He is a member of the Massachusetts Mutual Life Insurance Company (MassMutual) Financial Planning Committee, and a member of Massachusetts Mutual Life Insurance Company (MassMutual) Society 1851, which recognizes superior career advisor performance.

Dan’s interest isn’t in solely achievements, he is focused on the continued pursuit of excellence. He encourages his clients, colleagues, and team to excel at whatever they are interested in and committed to because that’s where real fulfillment shows itself. Dan practices this himself in his charitable work with Summa Health Traumatic Stress Center that he and his wife, Sara, have actively supported, as well as Dan being recognized as the 2013 Father of the Year for the American Diabetes Association of Northeast Ohio.

Philanthropic planning, inter-generational wealth transfer, long-term financial planning, and helping his clients map out the future they want to live is Dan’s passion, profession, and gift.

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

Daniel Lauletta is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.  Member SIPC OSJ: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. 216.621.5680.

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