It was a pleasure to review our plan with you today. You've given us some good things to think about. Our long term relationship continues to provide us with confidence and peace of mind regarding our future
October 2023
Danny Michael is very courteous, informative, and professional. He comes across as being very honest and sincere. He always has your best interests at heart. A great wingman!
May 2023
To have Danny as my financial advisor is the best idea my daughter and I had since my husband passed away in 2021.He is smart, knowledgeable, patient, kind, nice, and talented. What else? I trust him and I trust in his advices. He is the best!!
We are a fee-only San Diego financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments. This ensures that our advice is always 100% in your best interest.
