Danny's Bio
Danny McAuliffe is a Partner and Wealth Advisor at Perigon Wealth Management. With over fifteen years of experience advising tech professionals, entrepreneurs, and families, Danny is known for delivering thoughtful, comprehensive guidance that helps clients make confident financial decisions through every stage of life.
Danny has experience across a wide range of financial planning and investment topics—including equity compensation, tax deferral strategies, building wealth, planning for retirement, and charitable giving. He works closely with clients to align their financial lives with their goals and values. Danny serves a diverse client base with a focus on delivering highly personalized planning tailored to each client’s unique priorities.
A native of the Bay Area, Danny earned his Bachelor of Science in Business from Cal Poly San Luis Obispo, with concentrations in Finance and Accounting and a minor in Economics. Outside of work, he enjoys spending time in the mountains with his wife, daughters, and their black lab—often hiking or skiing in the winter.
Danny's Team
Alexandra Quitko Baranski, CPA
Arthur Ambarik, CFP®
Caitlin Pilisuk
Danny McAuliffe, CFP®
Doris Chin
Jake Sierka, CFP®
Kolby Giddings
Marcelina Castel de Oro
Rachel Elson, CFP®
Samantha Sharf Bloch
Danny's Latest Insights
Should You Be Participating In Your Employee Stock Purchase Plan (ESPP)?
Before answering this question, it’s important to understand what an Employee Stock Purchase Plan (ESPP) is. An ESPP is a company sponsored benefit plan that allows employees to make after-tax deferral contributions that can be used to purchase shares of the company...
