AeroLeads people directory · profile
Danny Michael, Cfp® Rlp® Email & Phone Number
Founder
at
Satori Wealth Management, Inc.
1 work email found
@purefinancial.com
4 phones found area 619 and 310
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
San Diego, California, United States
Who is Danny Michael, Cfp® Rlp®? Overview
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Quick answer
Danny Michael, Cfp® Rlp® is listed as Founder at Satori Wealth Management, Inc., based in San Diego, California, United States. AeroLeads shows a work email signal at purefinancial.com, phone signal with area code 619, 310, and a matched LinkedIn profile for Danny Michael, Cfp® Rlp®.
Danny Michael, Cfp® Rlp® previously worked as Branch Manager & Financial Planner at Ria - Financial Planning Firm and Financial Planner at Ria - Financial Planning Firm. Danny Michael, Cfp® Rlp® holds Msba, Financial And Tax Planning from San Diego State University.
Company email context
Email format at Satori Wealth Management, Inc.
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*@purefinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Danny Michael, Cfp® Rlp®. Compare company email patterns before reaching out.
Profile bio
About Danny Michael, Cfp® Rlp®
When it comes to retirement planning, only a fee-only financial advisor is legally obligated to make recommendations in your best interests 100% of the time. At Satori Wealth Management, we are Fee-only Certified Financial Planners™ who specialize in retirement planning.
Listed skills include Wealth Management, Investments, Strategic Financial Planning, Asset Management, and 37 others.
Current workplace
Danny Michael, Cfp® Rlp®'s current company
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7 roles · 22 years
Danny Michael, Cfp® Rlp® work experience
A career timeline built from the work history available for this profile.
Founder
CurrentWhether 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.
May 2017 - Present
Branch Manager & Financial Planner
Ria - Financial Planning Firm
Responsible for the expansion of a large, San Diego based RIA in Los Angeles. I was solely responsible for business development and acquisition of new clients.-Acquired $35mm in assets in roughly 12 months.-Taught retirement planning courses at UCLA and Cal State Northridge University. -Developed a center of influence network consisting of accounting.
Jan 2016 - May 2017
Financial Planner
Ria - Financial Planning Firm
A fee-only financial advisory firm focusing on comprehensive financial planning for affluent individuals, families and businesses. In addition to planning, services included::-Cash Flow Management-Goal Planning-Retirement Planning-College Planning-Tax Planning-Asset Allocation and Investing-Risk Management and Insurance-Estate Planning
Jun 2014 - Dec 2015
Vice President
Work with high net worth clients and prospects with investable assets between $1-20mm. Was nationally recognized as a top ten producer in 2011. Collaborate with lenders and other internal partners to identify investment opportunities with clients/prospects and construct customized investment strategies taking into consideration wealth transfer goals.
Aug 2010 - May 2014
Senior Financial Advisor
Dedicated to the Private Client Reserve Team working with high net worth individuals in the areas of wealth transfer, asset management and tax efficient investing. Worked closely with private bankers, wealth management advisors and portfolio managers to deliver a holistic financial planning approach to clients.
Jul 2008 - Jul 2010
Senior Financial Advisor
Responsible for the investment production of three retail branches for Union Bank of California. Worked collaboratively with CPA’s, estate planning attorneys and other financial planners to implement comprehensive financial plans for high net worth individuals and business owners. Responsible for supervising and mentoring a licensed assistant.
2004 - 2007
~3 yrs
2 education records
Danny Michael, Cfp® Rlp® education
Msba, Financial And Tax Planning
Bs, Business Administration
FAQ
Frequently asked questions about Danny Michael, Cfp® Rlp®
Quick answers generated from the profile data available on this page.
What company does Danny Michael, Cfp® Rlp® work for?
Danny Michael, Cfp® Rlp® works for Satori Wealth Management, Inc..
What is Danny Michael, Cfp® Rlp®'s role at Satori Wealth Management, Inc.?
Danny Michael, Cfp® Rlp® is listed as Founder at Satori Wealth Management, Inc..
What is Danny Michael, Cfp® Rlp®'s email address?
AeroLeads has found 1 work email signal at @purefinancial.com for Danny Michael, Cfp® Rlp® at Satori Wealth Management, Inc..
What is Danny Michael, Cfp® Rlp®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 619, 310 for Danny Michael, Cfp® Rlp® at Satori Wealth Management, Inc..
Where is Danny Michael, Cfp® Rlp® based?
Danny Michael, Cfp® Rlp® is based in San Diego, California, United States while working with Satori Wealth Management, Inc..
What companies has Danny Michael, Cfp® Rlp® worked for?
Danny Michael, Cfp® Rlp® has worked for Satori Wealth Management, Inc., Ria - Financial Planning Firm, Northern Trust, U.S. Bank, and Union Bank.
How can I contact Danny Michael, Cfp® Rlp®?
You can use AeroLeads to view verified contact signals for Danny Michael, Cfp® Rlp® at Satori Wealth Management, Inc., including work email, phone, and LinkedIn data when available.
What schools did Danny Michael, Cfp® Rlp® attend?
Danny Michael, Cfp® Rlp® holds Msba, Financial And Tax Planning from San Diego State University.
What skills is Danny Michael, Cfp® Rlp® known for?
Danny Michael, Cfp® Rlp® is listed with skills including Wealth Management, Investments, Strategic Financial Planning, Asset Management, Finance, Estate Planning, Investment Management, and Investment Advisory.
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