Danny Weitzman joined Lido in 2019. As a CERTIFIED FINANCIAL PLANNER™, Danny creates advanced financial plans for our clients, while ensuring all aspects of a client’s financial life are accounted for when making big life decisions. Danny especially enjoys creating plans for clients who are close to or have just retired and are concerned about ensuring they can reach their retirement goals. He began his career with RAI Wealth Management as a relationship manager for ultra-high net worth clients. Danny graduated from California State University, Fullerton with a double major in Business Finance & Business Marketing. He is based out of Chicago, IL.

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