Danny Beckwith

CFP® Professional | Senior Advisor
(626) 657-9504

Danny Beckwith

CFP® Professional | Senior Advisor
(626) 657-9504

Get to know Danny Beckwith

Danny Beckwith is a CFP® Professional and an advisor at First Financial Consulting, a fee-only independent registered investment advisory firm. He specializes in working with individuals and families aged 50+ who are preparing for or already in retirement, typically with $1 million or more in retirement savings. Whether it’s planning for retirement, managing cash flow, or analyzing investments, Danny Beckwith has a knack for identifying his clients’ goals and creating a clear, strategic plan to help them achieve financial confidence. He has been in the financial services industry since 2011.

A self-proclaimed financial planning “nerd,” Danny is deeply passionate about serving both his clients and the financial planning profession as a whole. When he’s not working, he enjoys spending time with his wife, Tory, and their two daughters, Peyton and Brianne. Outside of family time, you can find him in the mountains, golfing, cycling, making specialty coffee, enjoying musical theater, cheering on his favorite sports teams (Los Angeles Dodgers, Seattle Seahawks, Leeds United Football Club, and the LA Kings), or actively participating at his local church.

For Danny, the best part of his job is the perfect blend of technical financial work and building meaningful, long-term relationships with his clients.

Benefits of Working with First Financial Consulting

We Provide 100% Objective Advice

As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

We Look at the Whole Picture

We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

We Give Advice Whenever You Need It

Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.