Danny Michael, CFP® RLP® in

Danny Michael, CFP® RLP®

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Founder at Satori Wealth Management, Inc.
📍 San Diego, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Founder
Job Level
Leadership
Location
San Diego, California, United States
Personality Overview

How Danny shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Danny cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2017
Founder
Satori Wealth Management, Inc.
1-2016 - 5-2017
Branch Manager & Financial Planner
RIA - Financial Planning Firm
6-2014 - 12-2015
Financial Planner
RIA - Financial Planning Firm
8-2010 - 5-2014
Vice President
Northern Trust
7-2008 - 7-2010
Senior Financial Advisor
U.S. Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2008
MSBA
San Diego State University
1995 - 2000
BS
University of California, Riverside
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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