Play Video: Why Danny Started Our Firm
Danny Delgado is the founder of Arbor Financial Advisors LLC in Chicago. He holds Series 6, 7, 62, 63, and 65 securities registrations as well as his life and health insurance license. With more than 11 years of experience in the financial services industry, he has earned two financial services industry designations: the AWMA™ (Accredited Wealth Management Advisor) and CRPC™ (Chartered Retirement Planning Counselor™). Danny received his Bachelor of Science degree in economics from the Driehaus College of Business at DePaul University.
Danny embodies the core values instilled in him from an early age: a strong work ethic and a genuine passion for serving others. With these principles as his guiding compass, he took his first step into adulthood by enlisting in the Marine Corps. His commitment to serving his nation was driven by his desire to be of service and to provide aid to those who couldn’t help themselves. During his time with the Corps, Danny’s character was further shaped by values such as integrity, resilience, ambition, and leadership. These attributes paved the way for him to help establish a successful practice in Tampa, Florida, before moving to Chicago, Illinois.
Danny focuses on working in a comprehensive planning capacity with both high-net-worth families and individuals employed at benefit-heavy companies. He is busy building a powerhouse team that will help drive the growth of his thriving advisory practice in the Chicagoland area.
✓ Examining Present Situation ✓ Employer Benefits Analysis ✓ Retirement Planning ✓ College Planning ✓ Advanced Tax Strategies ✓ Estate Legacy Planning ✓ Insurance Needs Analysis ✓ Repositioning Old Accounts
Featured Videos – Media Appearances
Pre-Retirement Concerns: Income and Taxes
Understanding Retirement Risks
Video: Why Danny Started Our Firm
Arbor Financial Services is a comprehensive financial advisory firm providing personalized financial planning and investment management services in Chicago. Our mission is help you plant the financial seeds to help you grow and thrive in life, helping you build a lasting legacy with deep roots.