Danny G. Michael, CFP®, AIF® Satori Wealth Management, Inc.

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About Danny G. Michael, CFP®, AIF®, MSBA

At Satori Wealth Management our primary goal is to understand our client’s needs and goals and to deliver a highly customized and comprehensive solution for our client’s planning and portfolio management needs. We want our clients to fully understand where they stand today in relation to meeting their goals and what they need to do to get there.

Principal & Founder

Danny G. Michael has 17 years of experience as an investment advisor for a number of different financial institutions working with mass affluent and high net worth families and business owners. 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.

Media Mentions:

Bank Rate

https://www.bankrate.com/personal-finance/smart-money/understand-how-inflation-impacts-your-life-with-personal-inflation-rate/

https://www.bankrate.com/personal-finance/how-to-write-a-will/

https://www.bankrate.com/financing/cd-rates/pros-and-cons-of-ira-cds/

Investment News

https://money.usnews.com/money/retirement/baby-boomers/articles/how-to-retire

HuffPost

https://www.huffpost.com/entry/important-money-moves-experts_n_5c1d130ee4b05c88b6f81d52

https://www.huffpost.com/entry/401k-loan-rules-borrow_l_5d83e88ae4b0957256b3d417

Think Advisor

https://www.thinkadvisor.com/2019/08/21/advisors-advice-top-11-retirement-planning-questions-clients-ask/

Family Wealth News

http://abetterwaytoretire.com/Understanding_Your_Personal_Inflation_Rate.aspx

 

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly fee: $400/hr
  • AUM: 1.25%

SEC Records

States Registered

  • California

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