Meet Danny
I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER® at Pathlight Advisors, where I specialize in comprehensive wealth planning tailored to each client’s unique goals and life stages. Whether it’s asset management or retirement income planning, I focus on creating clear, personalized strategies to help my clients feel confident in their financial futures.
Through my work with participants across more than seventy institutional retirement plans managed by our team, I’ve developed a deep understanding of how to guide individuals through a range of planning needs—from investment management and college savings to insurance analysis and retirement income strategies. I hold FINRA Series 7, 63, and 65 registrations, and I’m proud to bring both planning expertise and fiduciary duty to every relationship.
Before joining Pathlight Advisors, I worked at an institutional fixed income brokerage firm in the Bay Area, where I focused on municipal bonds, corporate bonds, U.S. Treasuries, and mortgage-backed securities.
Outside of the office, I draw on lessons form my time as a competitive athlete. I was captain of the Arizona State University men’s swim team, a finalist at multiple PAC-12 and U.S. National Championship meets, and a qualifier for both the NCAA Division 1 Championships and the U.S. Olympic Trials. Leading a top 25 Division 1 team taught me discipline, resilience, and the importance of teamwork—values I carry with me into work every day. These days, I enjoy spending time with my wife, Kelly, and getting out on the golf course whenever I can.
CA Insurance License: Lic# 4008122 Resident State: Arizona
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN.