2020 Reflections and 2021 Projections

David Lau is the Founder and Chief Executive Officer of DPL Financial Partners, a firm focused on the distribution of financial products geared toward the Registered Investment Advisor (RIA) and fee-based advisory channels. Prior to founding DPL in 2014, David served as COO and architect of Jefferson National, a leading insurance carrier focused on RIAs and fee-based advisors. Earlier in his career, David helped build E*Trade Bank, and its predecessor Telebank, which was the nation’s first internet bank.