Our Team

Danny Miladinovich, CFP®, CPA
Advisor

Danny joined Litman Gregory in 2018 as a Wealth Advisor. Previously Danny worked with high net worth individuals, families, and business owners as the Estate and Business Planning Specialist for Northwestern Mutual-Orange County. Through this role he advised clients on succession planning, employee benefits, insurance, and tax strategies. Prior to this, Danny was a tax professional for a Stockton-based CPA firm.

Specialties

  • Individuals
  • Tax Planning
  • Business Owners

Achievements & Credentials

  • University of California, Davis (B.A,. Managerial Economics)
  • Golden Gate University (M.S,. Taxation)
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)

Personal Obsessions

  • Golf
  • Competing in triathlons

Contact

Danny.Miladinovich@lgam.com | Connect on LinkedIn

Let's discuss your financial plan.