Get The Advice You Deserve
Satori Wealth Management, Inc. is a fee-only financial planning firm that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals, and families. Based in Southern California, we leverage the latest technology available to ensure that we can work with clients no matter where they are located, which gives us the ability to deliver the advice you need in the comfort of your own home or while you’re on the go — at nearly any time of the day. Paired with our unique approach of understanding every aspect of our client’s short and long-term goals, we deliver a customized, comprehensive solution providing you with the peace of mind needed so you can focus on the things that matter most.
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Cutting Edge Technology
We partner with award-winning financial technology companies to connect your finances to your goals so you can always see the big picture. Automatically track and categorize your spending, create a budget, schedule tasks and have real-time balances of all your accounts from nearly every major financial institution.
In addition to receiving your monthly statement from your custodian, we provide enhanced performance reporting through our quarterly performance report and online client portal. You’ll have a clearer understanding of how you’re doing with details on asset class performance, gain/loss analysis of holdings, detailed fee breakdown with easy to read graphs and illustrations.
Fee-Only Financial Advisor
A fee-only financial advisor is someone who is certified to examine a client’s financial needs, so they can help the client to smartly invest their money, plan for future expenses, strategize for retirement, understand their financial risks, and more.
Danny G. Michael, CFP® AIF® MSBAPrincipal & Founder
Danny G. Michael has 17 years of experience as an advisor working with individuals, families and business owners. He also has extensive experience working for private banks that focus on serving high net worth families with more financially complex situations. Danny is passionate about educating his clients and teaches courses around Southern California focused on preparing for retirement. He received a Bachelors of Science from University of California, Riverside in 2000 and a Masters of Science degree in Financial and Tax Planning from San Diego State University in 2008. Danny has also been a Certified Financial Planner™ since 2006 and is also an Accredited Investment Fiduciary.
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