I’m Danny Roberts, Associate Wealth Advisor at Stratos Private Wealth, San Diego.
I’m passionate about helping clients build confidence in their financial future through thoughtful planning, meaningful relationships, and a commitment to delivering exceptional service. I believe the best client relationships are built on trust, communication, and a genuine desire to help others succeed.
I earned my Bachelor of Science in Business Administration with a concentration in Financial Management from California Polytechnic State University, San Luis Obispo (Cal Poly). During my studies, I developed a strong interest in financial planning, investment management, and using analytical thinking to help solve complex financial challenges.
At Stratos Private Wealth, I enjoy supporting clients as they work toward their financial goals while continuing to expand my knowledge of the wealth management industry.
Personal Interests
Outside of the office, you'll usually find me pursuing my favorite hobbies or spending time with family and friends. I enjoy making music, golfing, and fishing with my dad whenever I can. I'm also an outdoor enthusiast and recently earned my USPA skydiving license, making weekends at Skydive Elsinore one of my favorite ways to challenge myself and enjoy the adventure.
Specialties
Financial Plan Development
Retirement Planning Analysis
Tax-aware Planning Support
Investment Portfolio Support
Lead Advisor Support
Estate Planning Coordination
Risk Management Analysis
Education
California Polytechnic State University, Bachelor of Science in Business Administration
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