Insights

Client-centric planning Existing focus on personalized financial guidance and goal-based planning across education, retirement, and legacy presents opportunities to cross-sell comprehensive insurance, investment, and estate planning solutions to current clients and their networks.

Regional expansion Strong Southern California and Hawaii footprint with multiple offices signals potential for localized outreach, partnerships with small businesses, and community-focused wealth management services to expand client base.

Strong revenue base Mid-sized revenue range indicates capacity for scalable advisory solutions, enhanced service tiers, and digital enablement offerings to increase wallet share within existing client cohorts.

Strategic leadership Longstanding leadership with a clear growth vision provides an opening to position additional value-added services, such as succession planning, advisor training programs, and strategic alliances with complementary firms.

Tech-forward operations Utilization of cloud and analytics tools (AWS, S3, Hotjar, GTM, Cloudflare) enables data-driven client engagement, website lead capture optimization, and targeted marketing campaigns to accelerate new client acquisition and cross-sell opportunities.

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Fraser Financial Group Tech Stack

Fraser Financial Group uses 8 technology products and services including Hotjar, Amazon Web Services, Amazon S3, and more. Explore Fraser Financial Group's tech stack below.

Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Amazon S3
Content Delivery Network
Cloudflare CDN
Content Delivery Network
Section.io
Content Delivery Network
Open Graph
Content Management System
jQuery
Javascript Libraries
Google Tag Manager
Tag Management

Media & News

Fraserfinancialgroup hired Karlitz as president on Aug 1st '21.
In a strategic move solidifying a commitment to continuity, Karlitz joined Fraser Financial Group as the president in August 2021 and developed his vision for the future: "Our advisors are experts in their field and are deeply committed to understanding each client's unique financial goals.
Oct 03, 2023 | www.prnewswire.com

Fraser Financial Group's Email Address Formats

Fraser Financial Group uses at least 4 email formats:

Fraser Financial Group Email Formats	Example	Percentage
FLast@financialguide.com	JDoe@financialguide.com	81%
FirstLast@financialguide.com	JohnDoe@financialguide.com	14%
LastFirst@financialguide.com	DoeJohn@financialguide.com	4%
LFirst@financialguide.com	DJohn@financialguide.com	1%

Frequently Asked Questions

What is Fraser Financial Group's phone number?

You can contact Fraser Financial Group's main corporate office by phone at

+1-323-333-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fraser Financial Group's official website and social media links?

Fraser Financial Group's official website is fraserfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Fraser Financial Group generate?

As of July 2026, Fraser Financial Group's annual revenue is estimated to be $50M - $100M.

What is Fraser Financial Group's NAICS code?

Fraser Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Fraser Financial Group have currently?

As of July 2026, Fraser Financial Group has approximately 55 employees across 2 continents, including North America and Europe. Key team members include Managing Director: L. H., Insurance Agent: N. A. and Financial Advisor: C. J. Explore Fraser Financial Group's employee directory with LeadIQ.

What industry does Fraser Financial Group belong to?

Fraser Financial Group operates in the Financial Services industry.

What technology does Fraser Financial Group use?

Fraser Financial Group's tech stack includes Hotjar, Amazon Web Services, Amazon S3, Cloudflare CDN, Section.io, Open Graph, jQuery and Google Tag Manager.

What is Fraser Financial Group's email format?

Fraser Financial Group's email format typically follows the pattern of FLast@financialguide.com. Find more Fraser Financial Group email formats with LeadIQ.

When was Fraser Financial Group founded?

Fraser Financial Group was founded in 1911.

Fraser Financial Group

Q: How many employees does Fraser Financial Group have currently?

Fraser Financial Group has approximately 55 employees.

Q: What technology does Fraser Financial Group use?

Fraser Financial Group's tech stack includes Hotjar, Google Fonts API, jQuery UI, HSTS, Cloudflare.

Q: What is Fraser Financial Group's NAICS code?

Fraser Financial Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Fraser Financial Group operates in the financial services sector, delivering customized financial strategies built around a broad array of insurance and related products. It helps clients pursue objectives such as funding a child’s education, securing retirement, and establishing a legacy. Serving individuals, families, estates, corporations, and groups, the firm relies on a network of financial professionals to tailor guidance after a thorough understanding of each client’s goals.

Based in Beverly Hills, California, Fraser Financial Group maintains additional offices across Southern California and Hawaii. Its origins trace back to 1911 when it began as MassMutual's Los Angeles agency, reflecting a long-standing presence in the regional financial services landscape. In 2021, Fraser Financial Group appointed Karlitz as president.