Aileen Danley (CFP®, MBA)

Aileen Danley focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Investment portfolios are customized to meet the objectives of each client.  While managing an appropriate level of risk, we focus on essential investment principles including diversification, asset allocation, and tax efficiency.  We ensure a consistent, disciplined approach in investment decision-making, which mitigates emotionally based decision errors.  Every family has unique financial needs, and therefore we promise to give specific one-on-one attention to your set of circumstances.  Our investment management services include a financial plan.

We specialize in helping our clients develop and create a financial planning roadmap of how to achieve their goals. Planning can be the most important, and often overlooked, element in financial success.  Topics in a comprehensive financial plan may include saving for retirement, spending during retirement, saving for a home, insurance coverage, education savings plan, investments, tax and estate planning.  Oak Street Advisory Group provides financial planning and retirement planning services for a one time flat fee. Fees for financial and retirement planning services range from $500 to $5,000 depending on the complexity of the analysis needed. 

Mobile Phone: (714) 875-8675

Additional Information

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.

NAPFA Start Date

May 15, 2018

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This Office

1100 S Coast Hwy Ste 210A Laguna Beach, CA 92651-2975 Phone: (949) 494-6820