Satori Wealth Management, Inc.
501 W. Broadway, Suite 1620
San Diego, CA 92101
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
Retirement Planning Retirement Income Planning Tax Planning Investment Management
About My Practice
A successful retirement goes far beyond making solid financial decisions. You want retirement to be a time of purpose - to accomplish things in your life that are most important to you. Our process is centered around your values to ensure that you allocate your financial resources in the most meaningful way. Once we have mapped out your perfect retirement scenario, we set out to remove all of the obstacles that stand in your way. Before working with us, you may feel uncertain about retirement and what you can accomplish, which creates feelings of anxiety and stress. We replace that uncertainty with confidence, knowing that your finances are aligned with your perfect retirement picture. This alleviates stress and worry and saves you time and energy to focus on living a retirement that is richly yours.
About Danny Michael
I’ve worked for a number of wealth management firms during my 20- year career. I always felt that these firms tried to be everything to everyone rather than focus their expertise to help one type of client. So in 2017, I started Satori Wealth Management, Inc. to ensure that I could provide unparalleled expertise for life’s biggest transition - retirement. 20+ years of experience working with retirees Certified Financial Planner™ Accredited Investment Fiduciary® (AIF®) Registered Life Planner® MSBA in Financial & Tax Planning
Individuals and Families within 5 years from retirement.
Age Range 50+ Individuals who want to outsource all of their financial decision making and investment management responsibilities to a trusted professional And have investable assets of at least $500,000
Fee-Only Custody with TD Ameritrade and Charles Schwab $33mm in assets under management
RLP ® Since
Industry Start Date