Danny Simpliciano
Client Service Associate
DANNY SIMPLICIANO
Client Service Associate
EXPLOREABOUT DANNY
Danny Simpliciano joined Forum Financial Management in 2023 as a Client Service Associate in the Thousand Oaks office. Prior to joining Forum, he worked for Community First Mortgage, a local mortgage broker in Westlake Village, California. Danny has 15 years of experience in the banking and wholesale mortgage industry, mostly with Washington Mutual. He also worked for MetLife and DBS.
Danny’s experience in banking includes telephone banking, customer quality service for telephone banking, mortgage loan operations and sales support. He has an extensive background in these areas and his skills in lending and banking have helped him to meet his clients’ financial needs.
Danny completed coursework at Los Angeles Pierce College.
Danny has lived in the San Fernando Valley since he was five years old. He enjoys watching sports, going to concerts and having a good meal with his friends and family. Danny can often be found outdoors on weekends playing tennis, bicycle riding or on a hike.
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
