Having experienced divorce early on in life, Danny is intimately aware of the emotional, physical and financial toll it can take on a person. He feels that working with a group of professionals to further develop plans and solutions for people in this situation would be a highly rewarding endeavor on many levels. He has worked with clients in the past through the dissolution of assets phase and beyond developing plans for the most pertinent move at that time as well as planning solutions for many years down the road.
Danny brings extensive experience in the financial services industry. In the early 90’s he started his own independent residential and commercial valuation and real estate investment consulting firm. During this time he advised private and institutional clients on projected property values and long-term investment probabilities. After nearly 13 years of success the company was sold to a larger firm and in 2005 the move was made into Asset Management and Financial Planning.
Danny’s career as an Advisor has led him to mainly focus on asset protection and asset management strategies in an effort to secure retirement income for his clients and pass generational wealth to their children and grandchildren in the most tax efficient manner. His focus on complex solutions to comprehensive financial planning has enabled his client base to grow substantially in a volatile economic climate.
He is a graduate of the University of Redlands where he earned a Bachelor’s degree in Business and Management with an emphasis in Finance. He also holds his Series 66 along with California Life/Health Insurance licenses and is currently enrolled in the CFP program. He is actively involved in and supports the Orange County Chapter of The Cystic Fibrosis Foundation, The Leukemia and Lymphoma Society and is an active member of the Financial Planning Association.
To learn more about Danny, visit https://bit.ly/Daniel-Cucuiat
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