CoverProfile

Danny McAuliffe

Wealth Advisor

Perigon Wealth Management LLC

United States, California, San Francisco

About Me

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.

Profile Information

Wealth Advisor

Perigon Wealth Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Oct 5, 2024

Work Experience

Perigon Wealth Management, LLC

Wealth Advisor
Apr 2013 - Present
Email: danny@perigonwealth.com

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