Danny Michael

CFP®, RLP®, MSBA

Satori Wealth Management, Inc.

Founder & CEO

Contact Me

Danny Michael

CFP®, RLP®, MSBA

Satori Wealth Management, Inc.

Founder & CEO

For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement. There’s nothing worse than realizing after you retire that your planning was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned. - Danny Michael, CFP®, RLP®, MSBA

Contact Me

619-305-0553

Website

Fee-Only retirement planner located in Southern California serving clients virtually across the country

Retirement planning is inherently complex and confusing. Satori Wealth Management guides clients through a comprehensive 5-step Retirement Checkup that prepares clients to make confident, informed retirement decisions so they can enjoy rich, fulfilling lives doing what they love to do… not what they have to do.

Danny Michael is the Founder of Satori Wealth Management, a fee-only financial planner with offices in San Diego and Los Angeles that provide comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specializes in retirement planning. As fiduciaries, we never make commissions on your investments.

Retirement requires making decisions that will impact my clients for the rest of their lives.

So the first thing I do is help them define for themselves what a fulfilling, deeply satisfying retirement looks like. Once they have complete clarity on what they want, I put my advanced degrees in finance and tax-planning to work getting that for them.

It’s also important that my clients know I have no hidden agendas. As a Certified Financial Planner™ and Registered Life Planner®, I provide completely transparent retirement planning and my team acts 100% in their best interests. We make no commissions off the financial products clients invest in and we charge no hidden fees.

For 20 years, I’ve led clients through the maze that is retirement planning and I love knowing that they’re fully enjoying this phase of their lives and not worrying whether or not their financial resources can support their most fulfilling retirement.

There’s nothing worse than realizing after you retire that your planning was incomplete. Let’s work together so that you can enjoy the comfortable, confident retirement you’ve earned.

Danny Michael is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Satori Wealth Management, Inc. is a fee-only financial planning firm that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals, and families. Based in Southern California, we leverage the latest technology available to ensure that we can work with clients no matter where they are located, which gives us the ability to deliver the advice you need in the comfort of your own home or while you’re on the go — at nearly any time of the day. Paired with our unique approach of understanding every aspect of our client’s short and long-term goals, we deliver a customized, comprehensive solution providing you with the peace of mind needed so you can focus on the things that matter most.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Tax Planning
  • Investment Management
  • Wealth Protection and Transfer

Ideal Clients

  • Pre & Recent Retireees
  • Business Owners and Executives
  • High Income Earners
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Danny Michael is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Danny Michael is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Danny Michael is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Registered Life Planner® (RLP®)
    Danny Michael is a Registered Life Planner® (RLP®)

    A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.

Contact Danny Michael

619-305-0553

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Office Locations:

  • 4660 La Jolla Village Drive
    Ste. 100
    San Diego, CA 92103
  • 12100 Wilshire Blvd.
    8th Floor
    Los Angeles, CA 90025

The information on this site is provided “AS IS” and without warranties of any kind either expressed or implied. To the fullest extent permissible pursuant to applicable laws, Satori Wealth Management, Inc. (referred to as "SWMI") disclaims all warranties, expressed or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. SWMI does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall SWMI be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if SWMI or a SWMI authorized representative has been advised of the possibility of such damages. In no event shall Satori Wealth Management, Inc. have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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