Meet Danny

Danny Li

Financial Adviser

CA Insurance Lic. #0H34176

Danny has over a decade of experience helping business owners, professionals with the knowledge to plan and pursue their most profitable endeavors. His core competency is assisting clients in navigating individual and business milestones through a comprehensive planning-based approach. He is dedicated to being a curator of great ideas and coming up with a game plan to help clients execute the most important and timely ones. Danny has built a successful practice serving clients across multiple states that continues to grow rapidly due to his relationship-centric approach. 

Since joining New York Life as an agent, Danny has achieved multiple executive council recognitions, most recently in 2025. He was promoted to the Partner role in 2016 where he was responsible for recruiting and helping both new and experienced financial professionals grow their practice. At the end of 2019, he decided to return to an advisory role to continue working with clients closely. In 2024, he joined Openwin LLC, to serve the Chinese community leveraging the wealth of experience and knowledge with this top team of advisors. 

Danny lives in Dallas with his wife Margaret and children Darren and Josephine. He enjoys traveling to seek out new culinary experiences. He is also an avid formula one fan and enjoys working on and driving as many poster cars from his childhood as possible.

*Council is an annual New York Life recognition program based on agent production from July 1- June 30.