Danny’s Planning Process
Before crunching any numbers we will talk about your lifestyle pursuits and the values you and your loved ones hold dear. We will help you gather financial details to determine where you are at now and discover where you want to go.
Build a Plan
Life is complicated but money doesn’t have to be. We will discuss what’s attainable as we identify financial goals together.
Equipped with a vision, we will use illustrative planning software to generate cash flow reports, portfolio stress tests and “what if” scenarios to provide you confidence in your financial plan. Tax planning, legacy planning and risk mitigation measures are incorporated in pursuit of your vision.
With a plan in mind, we will structure investments
fully customized to your objectives, monitored and
tracked in coordination with your goals.
We use portfolio consolidation software to track assets and keep reporting simple. You will receive a written quarterly assessment detailing our proactive screening process, giving you confidence for how your money is stewarded.
Certified Financial Planner
Danny has more than 20 years of experience helping clients achieve their goals. He joined the firm in 2001 and later became a partner. He specializes in goal planning, portfolio management, income tax and estate planning, and brings a unique background in small business retirement plans and investment properties. Danny holds a finance degree from Pacific Union College in Northern California, the CERTIFIED FINANCIAL PLANNER™ designation, and Series 7 and 63 Securities licenses.
Danny and his wife, Jillian, have taken a special interest in nonprofit work in the Redlands and Loma Linda communities. Danny also serves as Vice President and past treasurer of Redlands Community Foundation, an appointed planning commissioner for his local city and appointed member of the San Bernardino County Treasurer oversight committee. In his free time he enjoys skiing, outdoor wilderness areas and coaching youth basketball.
Every decision is based solely on your best interests in pursuit of your financial objectives.
My annual fee for wealth management services is charged as a percentage of assets under management, with a reduced fee at the tiers found below: