Danny Michael

CFP®, AIF®, MSBA

Satori Wealth Management, Inc.

Principal

Contact Me

Danny Michael

CFP®, AIF®, MSBA

Satori Wealth Management, Inc.

Principal

We know that your goals and finances aren’t always in sync. We strive to help our clients align their financial behavior in accordance with their goals so they can attain the quality of life they have always envisioned. - Danny Michael, CFP®, AIF®, MSBA

Contact Me

619-305-0553

Website

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

Danny Michael is a fee-only financial planner. Satori Wealth Management, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danny Michael is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Meet Danny Michael
About Satori Wealth Management, Inc.

Danny G. Michael has 17 years of experience as an advisor working with individuals, families and business owners. He also has extensive experience working for private banks that focus on serving high net worth families with more financially complex situations. Danny is passionate about educating his clients and teaches courses around Southern California focused on preparing for retirement. He received a Bachelors of Science from University of California, Riverside in 2000 and a Masters of Science degree in Financial and Tax Planning from San Diego State University in 2008. Danny has also been a Certified Financial Planner™ since 2006 and is also an Accredited Investment Fiduciary.

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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Retirees and Near Retirees
Business Owners and Executives
High Income Earners
Growing Families
Sudden Money Situations

Working Together

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

Professional Designations & Affiliations

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.
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.
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.
Danny Michael is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.