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Industry leader and financial educator, Danijel Velicki, has successfully crafted a professional empire that revolves around a cutting edge dialogue and personalized curriculum designed to equip and empower his clients to powerfully thrive across all facets of life.

Awarded the distinguished “40 Under 40” and “Entrepreneurial Excellence” designations by Inside Business, Velicki is living proof that the “American Dream” is well within reach for those who remain steadfastly committed to implementing the fundamental resolves and professional habits that mark seasoned leaders from all walks of life. Growing up in Zagreb, Croatia, Danijel moved to the United States in 1995, earning his Bachelors of Science in Management and Marketing. The rapid growth of his professional ventures continue to reflect his proficiency and passion for his craft, awarding him the ability to pivot and evolve as an agile leader in local business and beyond.

Consistently achieving top merits in the financial and insurance services arena, Velicki has made it his life’s goal and mission to educate and equip his clients, upcoming leaders and entrepreneurial visionaries with the tools and insights that serve as the keystone to his success in both the public and private sectors. Beginning his career in 2000 at Duke Stein & Co., he earned New Agent of the Year within his first twelve months of business, and later went on to earn Agent of the Year for the next three years running.

He was then awarded the Gold Presidential Citation Award for Management and Executive Club by Guardian Life Insurance Company/Park Avenue Securities and then qualified for the Leaders Club and Blue Chip Council at Massachusetts Mutual Life Insurance Company. After joining Stephens Financial Partners in 2007, Danijel then moved on to start The Opus Group of Virginia in 2010, later renaming the company to Opus Wealth Strategies, LLC in 2017 when the company expanded to offer nationwide services.

He is a Certified Fund Specialist, Certified Income Specialist, and is currently working to complete his Masters of Science in Financial Services. He is also a 2010 graduate of the LEAD Hampton Roads program and a member of the local Chamber of Commerce, serving on local school boards and volunteering in junior achievement programs to help motivate and inspire local youth to follow their dreams and aim for the stars.

Whether working with the United States Navy SEALS or regional hospitals and medical staff, Velicki’s exceptional commitment to his clients and his community are reflected in his genuine interest, functional education and top notch customer service. Velicki designed both his financial curriculum and process management with a service over sales approach that is fundamentally grounded in life skills, personalized partnership and a thorough understanding of the complex issues that individuals, companies and families are facing across today’s financial climate.

A devoted family man, Danijel spends his free time with his wife, Melissa, and their three children, Maja, and twins, Ella and Noah. When not spending time with family on their summer vacations to his childhood home in Croatia, they can all often be found at his local gym, Crossfit Chesapeake, encouraging individuals and families to pursue physical health and wellness.

Block by block, step by step, Danijel has crafted an exceptional dialogue that promises to add value and build momentum for entrepreneurs, individuals and families from all walks of life. Deeply and personally vested in the individual success and future preparedness for each and every person he encounters, Danijel has made it his life’s mission to encourage others to roll up their sleeves to dig deep into the fundamental resolve and habits that allow his clients to confidently navigate their financial future.

Danijel specializes in:

  • Financial Education
  • Macro Financial Strategies
  • Estate Planning
  • Life Insurance, Disability Income, and Protection Strategies
  • Long Term Care Planning
  • Tax Planning and Strategies

 

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