Danny McAuliffe, CFP®
Wealth Advisor at Perigon Wealth Management, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
San Francisco, California, United States, US
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Credentials
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
CFP BoardJul, 2012- Oct, 2024
Experience
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Perigon Wealth Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Wealth Advisor
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Apr 2013 - Present
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YellowBrickRoad Financial Advisors
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United States
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Financial Services
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Financial Planner
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Jan 2010 - Mar 2013
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Planning Associate
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Aug 2007 - Dec 2009
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Education
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2005 - 2009
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration - BBA, Concentrations in Finance and Accounting, Minor in Economics
Community
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