Danny Payne

Since 2000, Danny has developed a personable approach to collaborating with clients to understand their financial circumstances, motivating values and objectives in pursuit of their financial goals. Listening has been the foundation of planning, as personal details are considered and applied to a broad knowledge base of goal planning, investment portfolio management, cash flow modeling, income tax and estate planning. His greatest satisfaction comes from providing a detailed but easily understood financial plan that puts a client at ease when they think about their future.

Danny graduated with a finance degree from Pacific Union College in Northern California and satisfied his Certified Financial
Planner course work through the College for Financial Planning in Denver. Danny and his wife, Jillian, have taken a special
interest in non-profit work in the communities of Redlands and Loma Linda, as well as raising two spirited red-headed
daughters.