Aileen L. Danley
OAK STREET ADVISORY GROUP
NEVADA CITY, CA
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CRD#: 5673288
Professional summary
Aileen Lau Danley, CFP®, who also goes by Aileen Kwan Min Lau, Aileen Lau, is a registered financial advisor currently at OAK STREET ADVISORY GROUP, LLC located in Nevada City, California.
Aileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Aileen has worked at 3 firms and has passed the Series 65 exam.
Biography
Aileen Lau Danley is a financial advisor at Oak Street Advisory Group, a registered independent advisory firm in Laguna Beach. She has her CFP® certification and changed careers after realizing the importance of financial planning. She has been practicing for over ten years in the Los Angeles and Orange County area. She also holds a bachelor’s degree in engineering from UCLA and a master’s in business administration from Pepperdine University.
Aileen is an active volunteer and current board member of the Financial Planning Association of Orange County--serving as Chair for the Business Success Committee--and past Chair for the Volunteer Development, Membership and Community Outreach committees. Aileen also currently works as a Personal Financial Counselor for Zeiders Enterprises, providing support and financial education to military families in Southern California.
Outside of work, she loves reading, volunteering and being with family and friends. Going to the theater, watching movies and sharing a tasty meal are a few of her favorite things to do. She resides in Huntington Beach and is mom to two fabulous young adults and two adorable cats.
Question & Answer
What are your service offerings?
Debt Management
Budgeting
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Aileen Kwan Min Lau | Aileen Lau
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Zeiders Enterprises
2750 Killarney Drive
Suite 100
Woodbridge, VA 22192
Personal Financial Counselor since 10/2013. Work approximately 65 hrs./yr. or 5 hours per/mo., none during securities trading hours, Support military service members with education and counseling to save and invest for the future.
CRS (Client Relationship Summary) - RIA
Click below to view Aileen Lau Danley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
May 11, 2018 - Present
OAK STREET ADVISORY GROUP, LLC
RIA
CRD#: 283444
NEVADA CITY, CA
Past
May 4, 2016 - April 4, 2018
WARREN STREET WEALTH ADVISORS, LLC
RIA
CRD#: 173447
TUSTIN, CA
Past
August 27, 2013 - December 31, 2014
ANTONIO FINANCIAL GROUP
RIA
CRD#: 158476
IRVINE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/11/2018)
Current Firm
OAK STREET ADVISORY GROUP, LLC
COOLBAUGH, MEGHAN MICHELE | OAK STREET ADVISORY GROUP, LLC | OAK STREET ADVISORY GROUP | MEGHAN COOLBAUGH, CFP
CRD#: 283444 / SEC#:
California
Registered Investment Advisory firm - (6/28/2016 Approved)Texas
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Contact information
Main Address
Nevada City, CA
Mailing Address
Po Box 194, Nevada City, CA 95959
Phone number
(949) 494-6820
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 66,000,000 |
Red Flags
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