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Christopher D

Series 66

Round Rock, TX

Convergence Financial

Christopher Danner is a financial advisor at Convergence Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Good Life Advisors, Kestra Advisory, and NFP Advisor Services. Outside of his advisory work, he serves as a volunteer firefighter. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, and institutional clients. The firm employs a strategic asset allocation approach and fundamental analysis to create tailored portfolios, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan services.

Retirement income strategy General retirement planning Equity compensation tax strategy Planning for children with special needs College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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