Danny's Bio
Danny is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Danny works with advisors and clients to develop and implement comprehensive financial plans designed to achieve each client’s unique goals. Danny strives to provide meaningful advice in all aspects of a client’s financial life. Danny is a CFP® professional and holds a BS in Business from Cal Poly San Luis Obispo with concentrations in both Finance and Accounting. Danny also holds a minor in Economics. Danny is a Bay Area native and works out of Perigon’s San Francisco headquarters.
Danny's Team
Alexandra Quitko Baranski, CPA
Arthur Ambarik, CFP®
Danny McAuliffe, CFP®
Doris Chin
Gama Jimenez, CFP®
Jake Sierka
Kolby Giddings
Rachel Elson, CFP®
Sarah George, CFP®
Danny's Latest Insights
Should You Be Participating In Your Employee Stock Purchase Plan (ESPP)?
Before answering this question, it’s important to understand what an Employee Stock Purchase Plan (ESPP) is. An ESPP is a company sponsored benefit plan that allows employees to make after-tax deferral contributions that can be used to purchase shares of the company...