Danny Roberts — Associate Wealth Advisor · Stratos Private Wealth

Danny Roberts — Associate Wealth Advisor · Stratos Private Wealth · San Diego, California, United States.

Direct contact

No direct contact on file for Danny yet.

About

Since recently joining the industry, I’ve learned that financial planning is about more than just numbers—it's about understanding people and helping them achieve their goals. At SPW, I work with clients to build financial roadmaps that help them reach those goals, whether it's long-term growth or navigating life's uncertainties. My background in financial management from Cal Poly San Luis Obispo fuels my passion for numbers and drives my ability to deliver solutions tailored to each individual. My focus is on creating lasting relationships with clients by understanding their unique financial landscapes and providing the tools they need to make confident financial decisions. Away from the office, I enjoy golfing with friends, skydiving, making music, and spending time with family.

Experience

Associate Wealth AdvisorCurrent
Stratos Private Wealth · Del Mar, California, United States
Jan 2025 – Present
Financial Planning Intern
Stratos Private Wealth · Del Mar, California, United States
Jun 2023 – Sep 2023
Over the summer, I had the privilege of delving into various aspects of financial planning including investment management, tax reduction strategies, estate planning, long-term budgeting, and more. One of the highlights of my internship was the opportunity to work with advanced financial planning softwares like eMoney and IncomeLab. These tools have not only enhanced my understanding of financial planning, but also revealed the many possibilities that exist in this field.

Education

California Polytechnic State University-San Luis Obispo — Bachelor of Business Administration - BBA, Finance and Financial Management Services