Satori Wealth Management, Inc. - San Diego, California

Satori Wealth Management, Inc. is a financial planning and investment service company located at 4660 La Jolla Village Dr ste 100, San Diego, CA 92122. The company can be reached at 93050553 or through their website satoriwealth.com.

Satori Wealth Management, Inc. specializes in financial planning, financial consulting, and investment services. The company is wheelchair accessible and offers a wheelchair accessible entrance, parking lot, and restroom. An appointment is required, and it is recommended to make an appointment in advance. There is free street parking available as well as paid parking garage and paid street parking.

The company has received 8 reviews on Google My Business with an average opinion of 5/5, indicating high levels of customer satisfaction.

Reviews of Satori Wealth Management, Inc.

THERESA SHORT

5/5

My husband and I first met Danny Michael when he was teaching a class in financial planning. We were impressed with his knowledge and ability to explain difficult financial issues. We signed on as his clients and have been very happy with his services. He is very personable, courteous, honest, and competent. I truly believe that he has your best interests in mind. I would not hesitate to recommend him.

Silvia Badgen

5/5

To have Danny as my financial advisor is the best idea my daughters and I had since my husband passed away in 2021.
He is smart, knowledgeable, patient, kind, nice, and talented. What else? I trust him and I trust in his advices. I highly recommend Danny Michael to anyone seeking a trusted partner in securing their financial success. He is the best

Linda Barbour

5/5

Danny Michael has always been very good at keeping me updated on my investment accounts. He holds semi-annual meetings to discuss the past 6 months events & how they effect my investments. If I want to withdraw cash it's in my bank account in a matter of days, less than a week.

Dennis volpe

5/5

We searched for an alternative that provided comprehensive recommendations for our short-range and long-range retirement goals. These needs were met by Danny Michael. Danny and his investment support team have developed and customized an investment strategy in conjunction with us that considers our financial resources, taxation, future investment strategies and personal goals. His holistic financial planning has provided us with the confidence and security to confront the challenges of a turbulent stock market. We have found him to be responsive to our questions, knowledgeable of our account and investment position in the stock market and trustworthy.
Louise and Dennis

Ronald Short

5/5

Danny Michael is very courteous, informative, and professional. He comes across as being very honest and sincere. He always has your best interests at heart. A great wingman!

Dwain Flammer

5/5

Great meeting with Danny, I always feel more confident financially after my meeting. a great advisor.

steve defuria

5/5

It was a pleasure to review our plan with you today. You've given us some good things to think about. Our long term relationship continues to provide us with confidence and peace of mind regarding our future

Rick Bach

5/5

Highly professional and personal service. Great peace of mind on retirement since engaging Danny.