Wealth Manager

Salvatore A. Danna, JD

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As a wealth manager in the Irvine office of the Retirement Benefits Group, Sal works with high net worth individuals as an investment manager. Additionally, Sal works with clients to provide comprehensive financial and tax planning.

Sal has worked in the financial services industry for 13 years and has been a financial planner for the past 10 years.  Sal started his career with the Ayco Company, L.P., which is a Goldman Sachs company.

Education

Sal has passed the New York, New Jersey and California bar examinations.  He also has passed Series 7 and Series 65 securities examinations. Sal earned his Bachelor of Arts in International Relations from the University of California, Davis.  He also holds a Doctor of Jurisprudence from the Seton Hall University of Law

CA Insurance Lic. #0D66361

Interest

Sal is an avid runner and enjoys watching the financial markets.  He also enjoys living in Yorba Linda with his wife and three sons.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI