Aileen L. Danley, CFP<sup>&reg;</sup> - Financial Advisor

Aileen L. Danley, CFP®

MBA,

Financial Planner | Investment Advisor

Oak Street Advisory Group

1100 South Coast Hwy, Suite 210a
Laguna Beach, CA 92651
FINANCIAL ADVISOR'S WEBSITE
949-494-6820 x3 CONNECT WITH Aileen
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General

Aileen Danley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oak Street Advisory Group in Laguna Beach, CA and the surrounding communities.

Financial Advisor Experience

Aileen Lau Danley, CFP® is a fee-only fiduciary financial planner and investment advisor at Oak Street Advisory Group assisting clients in Orange County. She also is a financial counselor for Zeiders Enterprises who supports military service members. Aileen is currently on the Board of Directors for the Financial Planning Associations of Orange County, serving as Chair of the Business Success committee. She graduated from UCLA, Pepperdine and completed the financial planning certification at UCI in 2008.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Women's Finances

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