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

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About Danny G. Michael, CFP®, AIF®

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.

 

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Ideal Clients

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

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Fee: $300/hr
  • AUM 1.50%

SEC Records

States Registered

  • California

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