M.S., CFP ® - PARTNER

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

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...