Danny joined Christopher Weil & Company, Inc. (CWC), in July of 2004 while working on his undergraduate degree at the University of California, San Diego. After earning his degree in Economics in 2006, Danny joined the CWC team full time. In addition to being a Registered Investment Advisor Representative, Danny earned his Certificate in Personal Financial Planning from San Diego State University and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2010. In 2017, Danny earned his Certified Investment Management Analyst® certification, administered by the Investment Wealth Institute and taught in conjunction with the Yale School of Management. Currently, Danny serves on CWC’s portfolio management team working to continuously balance clients' evolving needs with the opportunities and obstacles of the markets.
Danny serves 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. He has previously served as the Treasurer on the Board of Directors. Prior to joining Words Alive, Danny served as the Treasurer of Rolling Readers, also a non-profit organization dedicated to literacy. Danny’s background includes an internship for United Airlines and the Federal Aviation Administration and tutoring at the Preuss School UCSD and Crown Point Elementary School. Originally from Los Angeles, Danny lives in San Diego with his wife, Vivian and their daughter, Hana. Danny used to spend his free time playing basketball (he’s a huge Lakers fan) and traveling with Vivian, but now spends most of his free time chasing Hana around. Danny never thought anything could supplant basketball as his number one passion, and then fatherhood came along.