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Danny Cung, CFP,  CIMA

®

®

Director, Portfolio Management
Manager, Investment Team

Team WEIL since 2006.

Danny began his career at WEIL in 2004, working part-time while pursuing his undergraduate degree in Economics at the University of California, San Diego. Upon graduation, he transitioned seamlessly into a full-time role.

Demonstrating a strong commitment to professional development, Danny has earned several prestigious designations throughout his tenure at WEIL. These include Registered Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Investment Management Analyst® (awarded by the Investment Wealth Institute in conjunction with Yale School of Management).

Danny wears two key hats at WEIL. As Investment Management Team Manager, he leads a team dedicated to crafting and managing client portfolios. In 2024, he took on the additional responsibility of Director of Portfolio Management, overseeing the entire portfolio management process and ensuring alignment with client goals and risk tolerance.

At the heart of Danny's approach lies a deep understanding of WEIL's clients' unique circumstances. He leverages this understanding to develop innovative portfolio balancing strategies. He fosters a collaborative environment within his team, encouraging them to explore a comprehensive range of investment options and meticulously evaluate their suitability for each client. Additionally, he champions interdepartmental integration, ensuring collaboration across WEIL's platform.

Beyond his core responsibilities, Danny is a passionate advocate for Diversity, Equity, and Inclusion (DE&I) at WEIL. He actively seeks out and cultivates talent from diverse backgrounds while fostering a work environment that leverages its staff's strengths and values their contributions.

Previously, Danny served on the Board of Directors and Finance Committee for Words Alive, a San Diego-based non-profit dedicated to promoting childhood literacy.

Originally from Los Angeles, Danny currently resides in San Diego with his wife and two daughters.

dcung@cweil.com

(858) 724-6045

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Danny Cung, CFP,  CIMA
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