Danny Cung, CFP, CIMA
Investment Team Manager
Investment Officer, Portfolio Construction
I joined Christopher Weil & Company, Inc. (WEIL) in July 2004 while working on my undergraduate degree at the University of California, San Diego. Two years later, having earned my Economics degree, I joined the WEIL team full time. In the course of my tenure at WEIL (so far) I have earned my Registered Investment Advisor Representative designation, my Certificate in Personal Financial Planning from San Diego State University making me a CERTIFIED FINANCIAL PLANNER™ practitioner, and earned my Certified Investment Management Analyst® Certification, administered by the Investment Wealth Institute and taught in conjunction with the Yale School of Management.
Currently, I serve as both Manager of the Investment Management Team and Investment Officer of Portfolio Construction. Additionally, I serve on WEIL’s Culture-Intersects-Operations Committee. Through my work at WEIL, I work to attain extensive understanding of every client’s individual circumstances and innovate ways to properly balance their portfolios. I collaborate with my team to explore the universe of investment possibilities and scrutinize their appropriateness for our clients. I communicate closely with the other Managers to enhance interdepartmental integration. And I work to bolster diversity, inclusion, and equity at WEIL by seeking out and cultivating talent from all walks of life, while also growing and sustaining a work space that utilizes its staffs’ talents and respects their contributions.
I previously served as the Treasurer on the Board of Directors and on the Finance Committee for Words Alive, a non-profit organization dedicated to sharing the value of reading and literacy with children of all ages in the San Diego area. Originally from Los Angeles, I live in San Diego with my wife, Vivian, and my two young daughters. I used to spend my free time playing basketball (I’m a huge Lakers fan) and traveling with my wife. Now all non-work time is focused squarely on raising my girls. (Who knew anything could take the place of my love of basketball?)