---
title: "Danny Michael | Financial Advisors"
description: "Danny Michael at Satori Wealth Management, Inc.. We are a fee-only San Diego financial planner that provides comprehensive wealth management including…"
url: https://financialadvisors.com/advisors/danny-michael/
---

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# Danny Michael

Satori Wealth Management, Inc.

Certified Financial Planner (CFP) Master of Science in Financial Services (MSFS) Registered Investment Advisor (RIA)

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## About

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.

## Firm Information

![Satori Wealth Management, Inc. logo](https://financialadvisors.com/wp-content/uploads/2023/06/20120916075389741.png)

Firm Satori Wealth Management, Inc.

Firm CRD# 287979

About Firm

We are a fee-only Southern California-based 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 you are getting advice that is 100% in your best for every financial decision in retirement.

Lastly, we address all of your wealth protection and wealth transfer needs so you have the peace of mind that your heirs are protected after your life. While we don’t sell any type of insurance products, we’ll conduct the analysis and get involved in helping you select the most cost-effective solutions to fill your needs. Most importantly, we are always in your corner for every important decision in your life.

Firm Location

## Professional Details

Advisor CRD# 4256559

Fiduciary Yes — acts in your best interest

Compensation Assets Under Management (AUM)

Designations

Certified Financial Planner (CFP) Master of Science in Financial Services (MSFS) Registered Investment Advisor (RIA)

Licenses

Series 65 CFP® RLP®

## Investment Information

SEC Form ADV [View Form ADV →](https://adviserinfo.sec.gov/firm/summary/287979)

## Practice Focus

Specialties

- Wealth Management 20%

- Asset Allocation 5%

- Charitable Planning 5%

- Estate Planning 5%

- Executive Compensation 5%

- Family Business Planning 5%

- Financial Management 5%

- Other 50%

Preferred Client Type

- Unmarried Couples 16%

- Business Owners 14%

- High Net-Worth Individuals 14%

- Individuals 14%

- Retirees 14%

- Retirement Communities 14%

- Self-Employed Individuals 14%

## Education

Years of Experience 26

Education

**UC Riverside** — B.S. Business Administration (1995–2000)

**San Diego State University** — MSBA Financial & Tax Planning (2004–2006)

## About Me

Hobbies & Interests

Animals and Pets Art Astronomy Baseball Basketball Camping Cooking/Grilling Football Healthy Lifestyle Hiking History Investing Meditation Mindfulness Museums Music Reading Running/Jogging Soccer Traveling Walking Weight Lifting Wine Tasting Yoga

Community Involvement Certified Financial Planner Board of Standards (CFPBS)

### Contact Information

Email Advisor

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[(619) 305-0553](tel:6193050553)

Address 4660 La Jolla Village Drive, San Diego, CA 92122, USA

### Links

[Website](http://www.satoriwealth.com/) [SEC Form ADV](https://adviserinfo.sec.gov/firm/summary/287979) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/4256559)

### Connect

[LinkedIn](https://www.linkedin.com/in/dannygmichael/) [Facebook](https://www.facebook.com/SatoriWealth)

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