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. Before this, Danny worked as a tax professional for a Stockton-based CPA firm, where he earned his CPA designation and a Masters in Taxation. Danny has a bachelor’s degree in Managerial Economics from the University of California, Davis and a Master of Science degree in Taxation from Golden Gate University as well as credentials in retirement income and philanthropic advice.