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 Advisors Blog

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

2/28/18 No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...