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.

Contact

Email: [email protected]


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.



Pathlight Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX