Danny is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Danny works with advisors and clients to develop and implement comprehensive financial plans designed to achieve each client’s unique goals. Danny strives to provide meaningful advice in all aspects of a client’s financial life. Danny is a CFP® professional and holds a BS in Business from Cal Poly San Luis Obispo with concentrations in both Finance and Accounting. Danny also holds a minor in Economics. Danny is a Bay Area native and works out of Perigon’s San Francisco headquarters.
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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...