M.S., CFP ® - Investment Advisor Representative

Danny began as an intern at FMB Wealth Management following his graduation from the undergraduate program at Cal Lutheran in 2013.  During his time with FMB, Danny has assisted with portfolio design and data analysis.  Danny holds a Masters of Science in Quantitative Economics from California Lutheran University where he also earned his bachelor’s in Economics and Political Science.  As an undergraduate student in the economics department, Danny was one of the founding members of the economics and investment club at CLU which hosted events to educate students on personal finance topics and manage a student run investment portfolio.  While a student at CLU, Danny was recognized in multiple seasons as an Academic and Athletic All-American in NCAA water polo.  He also spends time coaching for a local youth water polo club and has spent several years as a high school water polo coach and graduate assistant at CLU.

The FMB Blog

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...

Are You Prepared for a Market “Correction”?

6/30/17 Before we proceed, let’s get two things straight: First, there is no such thing as a “correction”. When buyers and sellers agree on a price, that is the correct market price. However, there have been and will be large market price declines...

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...