Danny G. Michael, CFP®, RLP® Satori Wealth Management, Inc.
- 4660 La Jolla Village Drive Suite 100, San Diego, CA 92122
- (619) 305-0553
- http://satoriwealth.com/
About Danny G. Michael, CFP®, RLP®, MSBA
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.
Media Mentions:
Bank Rate
https://www.bankrate.com/
https://www.bankrate.com/
Investment News
https://money.usnews.com/
HuffPost
https://www.huffpost.com/
https://www.huffpost.com/
Think Advisor
Family Wealth News
http://abetterwaytoretire.com/
Forbes
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Investment Planning & Management
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $3000/qtr
- Hourly fee: $500/hr
- Assets Under Management: 1.45%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
