Satori Wealth Management, Inc.
4660 La Jolla Village Drive
Suite 100
San Diego, CA 92122
United States
Phone: (619) 305-0553
Email: danny@satoriwealth.com
Website: https://www.satoriwealth.com
Training: Active Registered Life Planner® more info
Specialties
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
Ideal Clients
Individuals and Families within 5 years or less from retirement.
Qualifications
Age Range 50+
Individuals and families who want to outsource all of their financial decision-making and investment management responsibilities to a trusted professional.
Compensation
We are Fee-Only Fiduciaries.
We custody with TD Ameritrade and Charles Schwab
We manage $50,000,000 for our clients as of 12/31/2022.
RLP ® Since
2020
Industry Start Date
2000