Satori Wealth Management, Inc.
501 W. Broadway
San Diego, CA 92101
Phone: (619) 305-0553
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
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™ Registered Life Planner® MSBA in Financial & Tax Planning
Individuals and Families within 5 years or less from retirement.
Age Range 50+ Individuals who want to outsource all of their financial decision making and investment management responsibilities to a trusted professional.
Fee-Only We custody with TD Ameritrade and Charles Schwab $35 mm in assets under management
RLP ® Since
Industry Start Date