O U R A D V I S O R S
Danny Comforti
Financial Advisor
“Let our advance worrying become advance thinking and planning.”
— Winston Churchill
Meet Danny
As a Financial Advisor for Pathlight Advisors, Danny specializes in personalized wealth strategies which include retirement asset management, investment planning, and retirement plan rollovers. Through Danny’s work with participants in the more than ninety Institutional Retirement plans managed by his team, he has a deep understanding of how to help individuals plan for all stages of their financial lives; from qualified plan rollovers and college savings planning to insurance needs analysis and comprehensive retirement planning. He enjoys working with individuals to help them navigate through critical life events. Danny has FINRA designations including the Series 7, 63, and 65.
Prior to working at Pathlight Advisors, Danny worked at an institutional fixed income brokerage firm in the Bay Area with a focus on tax free municipal bonds, corporate bonds, treasuries, and mortgage- backed securities. During his college tenure, he was captain of the Arizona State University swim team. Danny qualified for Olympic Trials and Men’s Division 1 NCAA Swimming Championships. He was a finalist in multiple PAC 12 and U.S National Championship meets. As a captain, the ASU men’s swim team finished in the top 25 division 1 schools in the country.
Prior to working at Pathlight Advisors, Danny worked at an institutional fixed income brokerage firm in the Bay Area with a focus on tax free municipal bonds, corporate bonds, treasuries, and mortgage- backed securities. During his college tenure, he was captain of the Arizona State University swim team. Danny qualified for Olympic Trials and Men’s Division 1 NCAA Swimming Championships. He was a finalist in multiple PAC 12 and U.S National Championship meets. As a captain, the ASU men’s swim team finished in the top 25 division 1 schools in the country.
Securities Registered in the following states: AZ, CA, CO, FL, GA, IN, MI, MS, NC, NM, NV, NY, SC, TX, VA, WI
CA Insurance License: Lic# 4008122 Resident State: Arizona
*Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN.
CA Insurance License: Lic# 4008122 Resident State: Arizona
*Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN.