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.

Danny McAuliffe
Wealth Advisor
Perigon Wealth Management LLC
United States, California, San Francisco
About Me
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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