Danny Michael
CFP®, RLP®, MSBA
Satori Wealth Management, Inc.
Founder & CEO
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
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
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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.
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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.
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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.
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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.
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Danny Michael is a Member of The AGC™ - Advisors Growing as a Community
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Danny Michael is a Member of LEAD San Diego
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Danny Michael Named one of the Best Financial Advisers in San Diego on Expertise.com
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Danny Michael is Quoted in Investor's Business Daily: "Advisors Build Trust With Clients Through Wise Words And Actions"
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Danny Michael is Quoted in MarketWatch: "‘The news is constantly reminding young folks that they are not getting ahead.’ But does a 19-year-old really need a financial adviser?"
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Danny Michael is Quoted in the Wall Street Journal: "You Got Richer During the Pandemic. Early Retirement Is Still Risky."
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Danny Michael is Quoted in Forbes: "5 Last-Minute Financial Tips For The End Of 2021"
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Danny Michael is Quoted on BankRate.com: "How much is higher inflation hurting you? Here’s how to estimate"
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Danny Michael is Quoted in ThinkAdvisor: "10 Retirement and Tax Rules Advisors Love to Hate: Advisors' Advice"
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"Exploring Life & Business with Danny Michael of Satori Wealth Management" as Featured in SD Voyager
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Danny Michael is Quoted in MarketWatch: "When you want to retire, but your partner doesn't, money isn't necessarily the real issue"
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Danny Michael is Quoted in Investor's Business Daily: "Advisors Build Trust With Clients Through Wise Words And Actions"
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Danny Michael is Quoted in InvestmentNews: "Taming Your Inner Bear"
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Danny Michael is Quoted in US News and World Report: "How to Retire in 2020"
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Danny Michael is Quoted on The Huffington Post: "You Can Borrow From Your 401(k) With No Penalty ― But Should You?"
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Danny Michael is Quoted in ThinkAdvisor: "Advisors’ Advice: Top 11 Retirement Planning Questions Clients Ask"
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Danny Michael is Quoted on Quicken.com: "Budgeting in Retirement: The First 5 Years"
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Danny Michael is Quoted on Quicken.com: "Budgeting in Retirement: Years 10 to 20"
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Danny Michael is Quoted on The Huffington Post: "7 Smart Money Moves To Make In 2019, According To Experts"
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Danny Michael is Quoted on BankRate.com: "The pros and cons of IRA CDs"
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Danny Michael is Quoted on BankRate.com: "More than half of Americans don’t have a will — here’s how to write one"
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Danny Michael is Quoted on BankRate.com: "Get to know your personal inflation rate"
Contact Danny Michael
Office Locations:
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4660 La Jolla Village Drive
Ste. 100
San Diego, CA 92103 -
12100 Wilshire Blvd.
8th Floor
Los Angeles, CA 90025