Ready to focus on your financial goals? I can help.
Your goals-my focus. Let's put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you succeed.
EXPERIENCE:
Making a positive difference in people's lives by helping them feel confident about their finances and financial security is very important to me. Investments and finances can be overwhelming when you don't have a clear picture of where you are or where you are headed. I strongly believe failing to plan is planning to fail. Success is in your reach if you plan. When a client has a financial plan, it empowers them to focus on the things that they really care about. Helping clients develop their plan gives me a strong sense of professional satisfaction and I have been doing so for over 22 years. My goal is to bring clarity and understanding to your unique situation and help align your values with your money. I believe listening, confidence and service builds a foundation for lasting relationships.
EDUCATION & QUALIFICATIONS:
- BS-Business Administration, Finance - CSUS
- FINRA Series 7 & 66 Securities Registrations
- CA Life & Health Insurance License
- Certifiication for Long-Term Care (CLTC)
- NAIFA Member
DANNY SPECIALIZES IN:
- Personal and Business Financial Planning
- Retirement Planning
- Wealth Accumulation & Management Strategies
- Tax Management Strategies
- Business and Family Protection Needs
- Long Term Care Planning
- Business Continuation & Exit Planning
- Executive Group Employee Benefits
ABOUT DANNY:
Danny lives in Sacramento in the Pocket Area with his lovely wife Sue and have three children. They are a constant reminder of what really matters and they give Danny a wonderful sense of purpose in life. Danny enjoys spending time with his family, watching sports, playing tennis, exercising, biking, and actively attending church.