Financial Planning Associate
In his role, Danny works closely with JSF’s team of planners to create comprehensive and strategic financial strategies to help our clients meet their complex needs and personal goals. He enjoys meeting with clients and learning about their individual lives and stories – and values the time spent alongside senior advisors as he continues to expand his knowledge of the industry.
Prior to joining JSF, Danny honed his skills in the industry as a Wealth Advisor Associate for Morgan Stanley. Danny earned his BA in Psychology from UCLA.
Outside the office, Danny enjoys swimming, painting, cooking and a challenging game of chess. A California native, he grew up in coastal Pacifica, just 15 minutes south of San Francisco.