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

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...

7 Estate Planning Mistakes (and How to Avoid Them)

10/24/17 Most people would probably prefer to put off planning for their death. But if you own anything of value—and most people do—then you’ll want to add estate planning to your to-do list soon. An estate plan establishes what will happen to...

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...