Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
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Our Process

Wealth Management Process






DISCOVER
Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

CREATE
We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Provide healthcare protection for yourself and your children
• Revise your estate plan

ACT
Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

ADJUST
Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

    Portfolio Management

    Our Advice Adds Incremental Value in Distinct Ways




    In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.

      Client Centric Approach

      Manage Your Financial Life & Beyond 


      Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

        GPS

        Goals Planning System

        Life is big. Let's plan for it.



        Our Goals Planning System (GPS) is an innovative platform that aligns your investments with your goals.


        1. Discover and quantify your goals    


        2. Advise on an investment process to meet your needs


        3. Implement a tax-efficient approach


        4. Periodically track progress

        In a world that constantly changes, you need a tailored wealth plan that can evolve with you. We are here to bring clarity and focus on what matters most to you.


        We first work with you to determine your goals and outline your financial portrait, and then advise you on a plan customized to your specific goals. We then periodically track your progress as you move through life, helping you adjust when necessary.

          Location

          55 South Lake Ave
          Ste 700
          Pasadena, CA 91101
          US
          Direct:
          (818) 382-5788(818) 382-5788
          Toll-Free:
          (800) 237-4821(800) 237-4821

          Meet The Finizio Danni Group

          About Me

          Securities Agent: TX, CA, WA, VA, UT, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MD, MA, KS, IN, IA, HI, GA, FL, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1253166

          About Me

          Securities Agent: TX, CA, WA, VA, UT, PA, OR, OH, NY, NV, NM, NJ, NH, NC, MD, KS, IL, HI, GA, FL, CT, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
          NMLS#: 1255656

          Investment and Market Perspectives

          On the Markets

          Retirement

          Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
          • 401(k) Rollovers
          • IRA Plans
          • Retirement Income Strategies
          • Retirement Plan Participants
          • Annuities
          The Simple Six-Step Retirement Checkup

          The Simple Six-Step Retirement Checkup

          Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

          Investing

          Working closely with you to guide your wealth and investments through the most challenging market cycles.
          • Asset Management
          • Wealth Planning
          • Traditional Investments
          • Alternative Investments
          • Impact Investing
          Investing in Artificial Intelligence and Automation

          Investing in Artificial Intelligence and Automation

          AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

          Family

          Creating customized financial strategies for the challenges that today's families face.
          • Estate Planning Strategies
          • 529 Plans / Education Savings Planning
          • Long Term Care Insurance
          • Special Needs Planning
          • Trust Services
          From Clueless to Clued In: Teaching Teens About Money

          From Clueless to Clued In: Teaching Teens About Money

          As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

          Business Planning

          Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
          • Succession Planning
          • Business Planning
          • Retirement Plan Sponsors
          • Qualified Retirement Plans
          • Corporate Pension Funds
          Facing Financial Stress? Your Employer May Be Able to Help

          Facing Financial Stress? Your Employer May Be Able to Help

          Many of us face money worries. You may be able to get advice and education from an unexpected source.

          Philanthropy

          Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
          • Endowments
          • Foundations
          • Donor Advised Funds
          • Impact Investing
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          Choosing an Environmental Charity

          There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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          Ready to start a conversation? Contact The Finizio Danni Group today.
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