Danny Michael, CFP®, RLP®, MSBA

I help people live their best life in retirement

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Satori Wealth Management, Inc. Danny Michael, CFP®, RLP®, MSBA
San Diego, CA

Serving Clients Nationwide

I help people live their best life in retirement

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi! I'm Danny Michael and the founder of Satori Wealth Management where we aim to align personal and financial decisions together for life's biggest transition - retirement.

Career Highlights:

-20+ Years of Experience
-CFP® Board Member
-RLP® Kinder Institute of Life Planning Member
-MSBA, Financial & Tax Planning San Diego State University
-National Association of Personal Financial Advisors (NAPFA) Member
-Fee-Only Network Member
-American Financial Education Alliance - San Diego Chapter President

Personal Highlights:

My interests are diverse, like my portfolio: From looking at stars through my telescope to exploring Spain for a month on train, my endless curiosity has made me a lifelong learner and adventurer. I love animals and nature and go everywhere with my pup, Chauncey.

Growth is key: Learning to balance personal, physical and spiritual growth has made me a better person and advisor, and I love sharing ways to improve the quality of life of our clients.

Community: A San Diego Native and proud SDSU alum, I volunteer for SDSU’s Financial Planning Program and teach financial literacy classes as the president of The American Financial Education Alliance (AFEA) San Diego Chapter.

Professional Designations

  • Registered Life Planner (RLP)


  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

4660 La Jolla Village Drive Suite 100

Additional Locations

📍 12100 Wilshire Boulevard, 8th Floor, Los Angeles, CA 90025

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to start your free RetireNow™ Checkup. Our process will help you evaluate whether you are retirement ready and if we’re a good fit to work together. The outcome is a one-page plan highlighting all the next steps you need to take to attain your ideal retirement.

Offers Investment Management


About our Firm

We're about helping you live the life you want.

We’ve been leading clients through the retirement planning maze for 20 years, and I’m amazed at the difference our approach to retirement planning makes to give them the peace of mind and confidence they need to spend these years doing what they love.

They may start the process with only a general idea of what they want to do in retirement (and no idea how much money they need to do it). That’s common.

And it’s why we have a series of discovery and planning meetings before they ever decide to work with us long term. Each step of our process brings clarity that helps you:

✔️ Avoid worry and stress
✔️ Save time and energy
✔️ Experience a strong sense of purpose in retirement

As a Fee-only Fiduciary, we’re 100% transparent with our clients. We receive no third-party commissions and have no incentive to recommend someone else’s program or fund. Instead, we act as a buffer between you and salespeople pushing their own agendas. You can rest assured knowing we are always asking, “Will this help our clients live the life they want to live?”

We have offices located in San Diego and Los Angeles.



San Diego State University, MSBA, Financial and Tax Planning | University of California, Riverside, BS, Business Administration


Hobbies and Interests

  • Movies
  • Reading
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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