About Satori Wealth Management, Inc.
Satori Wealth Management, Inc. is a fee-only financial planning firm based in Los Angeles that provides comprehensive wealth management services, including investments and tax planning. The company's financial advisors are Certified Financial Planners™ who specialize in retirement planning. As fiduciaries, they never make commissions on client investments and always act in the client's best interest. Clients praise the firm's expertise and personalized approach. The financial advisors are described as super-knowledgeable, thorough, and easy to understand, even for non-financial individuals. They lay out all options clearly and make the daunting prospect of financial planning easier. The advisors are also praised for their trustworthiness, ethics, and sound advice, always putting the client's best interest first. Satori Wealth Management's services include detailed financial analysis, timelines, and guidance on how to fully enjoy the retirement phase of life. The firm's use of state-of-the-art software and comprehensive planning tools takes the burden of research, monitoring, and portfolio rebalancing off the client's shoulders, allowing them to live with confidence and peace of mind. Clients appreciate the firm's holistic approach, going beyond just "numbers" to ensure they maximize their retirement experience.
Danny is super-knowledgeable and thorough. He lays out everything in an easy-to-understand (even for a non-numbers guy like me) and fully explains the options available to you. He makes the somewhat daunting prospect of planning for your financial future easier—it’s always a pleasure to have an expert on your team! Danny is a pleasure to work with and I would highly recommend Satori everyone. Give Danny a call…
We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori.Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.
My husband and I have benefited from Satoriwealth’s retirement services tremendously. We’ve known Danny Michael, the Founder and CEO, for over 5 years. He’s not only a Certified Financial Planner, but also a Registered Life Planner! Danny provides transparent financial advice, AND, helps guide us to actually fully enjoy our retirement phase of our lives. He uses state-of-the-art software technology, with detailed descriptions, including timelines, so we understand the big picture of our finances, how certain decisions would impact our financial status down the road, and how we can live a wonderful quality life. His tools, resources, referrals, and overall expertise take the guesswork out of financial decisions and spending, so we can freely live our lives with confidence and peace of mind. Any burden of research, monitoring, and portfolio rebalancing has been taken off our shoulders. It makes financial decisions much easier, and we love that we’re enjoying ourselves now more than ever. Danny’s more than a “numbers guy”! He actually cares about his clients and helps us plan our lives to ensure we maximize our retirement experience. If you’re on the fence about consulting with him, go for it! My husband and I highly recommend him for your retirement enjoyment. Have fun!