Insights

Established legacy Long history and multi-state presence in Southern California and Hawaii, with a strong parent affiliation to MassMutual. Opportunity: target expansion in affluent markets and leverage legacy trust to win high-net-worth clients and business owners seeking comprehensive estate and retirement planning.

Diversified client base Serves individuals, families, estates, corporations and groups with customized financial strategies. Opportunity: cross-sell bundled insurance, retirement, education funding, and employee benefits solutions to corporate clients and family offices.

Leadership continuity Karlitz appointed president in 2021, signaling a stability-driven growth plan and advisor-centric approach. Opportunity: engage in advisor enablement campaigns, recruitment drives, and partnerships aimed at expanding advisor productivity and client acquisition.

Strong revenue signals Reported revenue in the 50–100 million range, indicating solid scale for a regional firm. Opportunity: introduce advanced financial planning technology, CMS/CRM integration, and dedicated marketing support to accelerate client onboarding and AUM growth.

Tech and partnerships Tech stack includes cloud, CDN, analytics and tracking tools, plus logistics partnerships. Opportunity: offer data-driven client insights, digital onboarding enhancements, and strategic alliances with carriers, fintech vendors, or insurers to expand product offerings and improve client experience.

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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.