Danny Payne, CFP®

Danny Payne CFP

For over 20 years, Danny has partnered with clients to align finances with their life purpose. His empathy and plain-talk expertise creates an engaging partnership that instills clarity and calm surrounding finances. He brings a broad knowledge base of investments, modeling financial scenarious, tax and retirement planning, along with a unique niche in small business retirement plans and investment properties. Danny holds a finance degree from Pacific Union College and earned his CERTIFIED FINANCIAL PLANNER™ designation through the College for Financial Planning.

Danny and his wife, Jillian, have taken a special interest in nonprofit work in the Redlands and Loma Linda communities. Danny serves as President and past Treasurer of Redlands Community Foundation, Board member for Redlands Bowl Performing Arts, Appointed member of the San Bernardino County Treasurer Oversight Committee, Board member for Southeastern Conference of SDA Endowment and a former City Planning Commissioner.

In his free time he enjoys coaching youth sports with his two daughters, skiing, outdoor wilderness areas and his church community

Book Your Free
Financial Analysis

A Three-Step Process of Discovery and Initial Recommendations

15 Minute Call

A brief call to see if our expertise is a match for your objectives.

and Develop

A one-hour in-person or virtual meeting to gather data, understand your objectives, and discuss possibilities. We will follow the meeting with specific written recommendations.

You Decide

After building your custom plan, we leave it up to you to decide if you would like to partner with us and put your plan into motion.

Call us and get your
free financial analysis!
(909) 798-1712

Or fill out your details to set up a free 15 minute call.