M.S., CFP® - PARTNER

Danny began as an intern at FMB Wealth Management following his graduation from the undergraduate program at Cal Lutheran in 2013.  During his time with FMB, Danny has assisted with portfolio design and data analysis.  Danny holds a Masters of Science in Quantitative Economics from California Lutheran University where he also earned his bachelor’s in Economics and Political Science.  As an undergraduate student in the economics department, Danny was one of the founding members of the economics and investment club at CLU which hosted events to educate students on personal finance topics and manage a student run investment portfolio.  While a student at CLU, Danny was recognized in multiple seasons as an Academic and Athletic All-American in NCAA water polo.  He also spends time coaching for a local youth water polo club and has spent several years as a high school water polo coach and graduate assistant at CLU.

The FMB Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...