Skip to main content

  • Home
  • About Us
    • Our Culture
    • Our Team
    • Our Process
  • Services
    • Wealth Management Services
    • Our Strategic Partners
    • Wealth Management Organizer
  • News & Updates
  • Contact

Planning Made Personal

Investments - Insurance - Retirement

    You are here

  1. Home
  2. Danielle Lau

Danielle Lau

Photo of team member
Danielle Lau
Service & Technology Coordinator
Phone: 
978-443-6500 ext. 103
E-mail: 
danielle@spencerfinancial.com

When Danielle Lau began working at Spencer Financial, LLC she was not aware of the impact a financial services firm can have on someone’s life. Each day she looks forward to new challenges and the opportunity to work on behalf of the firm’s valued clients.

Danielle is responsible for operations that support the firm’s investment management process. She is also responsible for the technology infrastructure at the firm.

Danielle graduated from Wentworth Institute of Technology with a Bachelor of Science in Management of Technology. She holds the Series 6 registration allowing her to offer securities in support of the Spencer Financial team.

Danielle and her husband Alan love the outdoors, running, hiking and kayaking. In 2016, she completed the Boston Marathon and participated in many other races. These events helped her to raise money for important causes including the Conquer Cancer Coalition of Massachusetts and the Leukemia & Lymphoma's Team in Training.

Danielle is a lifelong learner who listens to podcasts and seeks betterment opportunities through technology.

 

Find out more about us

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-443-6500
Fax: 978-443-6550
Toll Free: 888-443-1776

327A Boston Post Road, Sudbury, Massachusetts 01776

     

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Osaic Wealth Form CRS

Securities and advisory services offered through Osaic Wealth, Inc, member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, IL, KY, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

© 2025 Spencer Financial, LLC. All rights reserved.

Website Design For Financial Services Professionals