Danny Michael
I help people live their best life in retirement
- Role
- Founder at Satori Wealth Management, Inc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Danny Michael
When it comes to retirement planning, only a fee-only financial advisor is legally…
Experience
Founder
May 2017 — Present
Whether they are ready to retire now or have recently retired, our clients want specific solutions to challenges they’ve never faced before. They have worked hard their entire lives to get to this moment and don’t want to make mistakes that could derail their retirement plans. Our clients typically have concerns around: How will we replace our paychecks in retirement?How much can we spend without the fear of outliving assets?How can we reduce taxes on our retirement income?What happens if there is another market crash as soon as I retire?What does relocation to another city or state do to my retirement picture?What is the best Social Security strategy for us?Is there enough protection in our plan for the surviving spouse?Our Free RetireNow™ Checkup Process evaluates where you currently stand and how you can address three big obstacles to your ideal retirement:Maximizing your incomeReducing taxesProtecting your nest eggTo enjoy a deeply fulfilling retirement, contact our San Diego or Los Angeles office and make the next phase of your life the best phase.
Education
San Diego State University
MSBA, Financial and Tax Planning
2007 — 2008
University of California, Riverside
BS, Business Administration
1995 — 2000
Skills
- Financial Advisory
- Series 7
- Investment Strategies
- Alternative Investments
- Private Banking
- Investment Management
- Chartered Market Technician
- Wealth
- Asset Management
- Portfolio Management
- Financial Planners
- 401k
- Insurance
- Etfs
- Retirement
- Bonds
- Strategic Financial Planning
- Securities
- Estate Planning
- Finance
- Team Building
- Management
- Tax
- Wealth Management Services
- Wealth Management
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Risk Management
- Investments
- Certified Financial Planner
- Fixed Income
- Equities
- High Net Worth Individuals
- Relationship Management
- Series 65
- Asset Managment
- Financial Services
- Retirement Planning
- Finra
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