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Satori Wealth Management, Inc.
Planification de la retraite éclairée et fiable grâce à une approche holistique.
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Business
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Planification de la retraite éclairée et fiable grâce à une approche holistique.
Satori Wealth Management, Inc. est un cabinet de conseil financier basé à Los Angeles qui aide ses clients à planifier leur retraite avec une approche holistique et fondée sur les données. Dirigée par Danny Michael, CFP et Registered Life Planner, l'entreprise est reconnue pour des conseils transparents et éthiques, des explications claires et faciles à comprendre, et un plan de retraite complet soutenu par des logiciels modernes. Les clients apprécient la confiance, la tranquillité d'esprit et une stratégie personnalisée.
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Stratégies complètes pour planifier et optimiser votre retraite, incluant des échéances et des projections financières pour un avenir serein.
Gestion de portefeuille axée sur les données avec des rééquilibrages réguliers et un suivi pour faire croître et protéger votre patrimoine.
Orientation holistique alignant les décisions financières sur les objectifs personnels, les valeurs et le bien-être général pour une retraite épanouissante.
Conseil transparent et éthique sur les options financières, utilisant des logiciels avancés pour simplifier les décisions complexes et garantir vos meilleurs intérêts.
Services intégrés couvrant la planification patrimoniale, la gestion des risques et des stratégies financières à long terme pour une autonomie durable.
Note globale
Clay Eide
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…
Alla Kaluzhny
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.
Myrna True
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!
steve de furia
Over the years, with Danny’s guidance, we have developed a successful plan to reach and maintain financial independence. Our satisfaction with the entire process cannot be overstated. Beyond giving us financial peace of mind, Danny’s comprehensive approach has positively impacted our total well-being. Our meetings with him are a pleasure, and we look forward to continuing this relationship for many years to come. We would unhesitatingly recommend him to anyone. Steve De Furia & Barbara Williams
Ash
To say I’m grateful to have found Satori would be an understatement. If I had to describe Danny’s services in a word, it would be ‘holistic.’ His approach to management is unique among people/firms I’ve encountered in the past in that every element of his approach has grown out of discussions about my goals, values, and general vision of my life. I actually look forward to our check-ins as they not only provide me with an opportunity to more deeply understand my evolving financial situation, but also to reflect on changes in my life and how my short and long-term life goals are also evolving. This may all sound a bit hippy-dippy, but that’s actually not the case at all. Everything Danny does is extremely data-driven, which is one of the main reasons I went with him in the first place. I’ll also add that the results have been terrific over the 4 years I’ve been with him. I’m not usually one to leave reviews, particularly long ones like this, but in this case I feel it’s warranted.
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