Meet Danny
Danny is a Wealth Advisor based in the Los Angeles, California area. He joined Mercer Advisors in 2021. Danny is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent. He is also a member of the Financial Planning Association. Prior to joining Mercer Advisors, Danny climbed the ranks of the entertainment industry. He earned a degree in economics and film studies from Claremont McKenna College.
Danny’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Danny has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- Designing financial plans for artists and entertainers navigating complexity and career shifts
- Switching careers while keeping your finances aligned and on track
His working style
Danny connects with clients on a personal level and approaches each relationship as a trusted partnership. He collaborates closely with clients to help organize and optimize their financial lives, building a thoughtful financial journey toward their goals. Danny encourages clients to include him in their financial decisions so they can strategize together, offering reassurance that they can have an objective, steady partner by their side.
Danny in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife and two kids, exploring their interests and introducing them to ours. I love staying active in tennis, swimming, golf, and snowboarding. I equally enjoy a casual meal out and watching sports (hockey, football, tennis) or playing games with friends and family.
What makes you tick?
Being a trusted and objective confidant for the people around me has provided genuine purpose in all aspects of my life. Being present for my family, friends, colleagues, and clients allows me to be intentional in what I do and the examples I set for my kids.
Any words you try to live by?
Say what you mean and mean what you say.
Danny’s snapshots
Meet Danny’s Teammates
Articles by Danny
Gifting a Legacy of Education with a 529 College Savings Plan
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