Our team continues to grow! We are excited to announce the addition of Danny Chajon to our PFI Advisors family!

Danny comes to PFI Advisors from the health care industry where he primarily worked in compliance.  During the pandemic, he worked with Aya Healthcare helping credential Registered Nurses traveling across the country to fill staffing shortages. As a liaison between RNs and medical facilities, Danny ensured that each RN was properly credentialed and satisfied mandatory compliance requirements. Prior to this, he worked with Sientra, a medical device company, as an analyst mitigating loss, resolving QA complaints, and running audits of active cases to ensure timely and accurate FDA reporting. Danny earned his English B.A. from the University of California, Santa Barbara where he focused on the intersection of critical race theory and science fiction.

Please meet Danny!

PFI: Welcome Danny! A bit has changed for you recently, you are now working full-time from home in a different industry than your previous work. How has that transition been for you?

I absolutely love working remotely! Like so many others, I’ve been working from home throughout the pandemic and have found that it is an excellent fit for me and my small family. As for the industry change, yes, it has been very exciting. I’m hoping that my previous experience in health care will provide a fresh perspective in the RIA industry. This is a move that I had been contemplating for some time now, and I’m so happy to have found a home at PFI Advisors. The team has been so warm in welcoming me and so patient while I learn a whole new vocabulary and mode of operation – I honestly couldn’t ask for more.

PFI: What attracted you to PFI Advisors?

More than anything else, PFI’s wholesome incorporation of family life on the website attracted me to the company and to working with Matt and Reese. Work-life balance is critically important to me, and in speaking with the team throughout the interview process, I knew it was important to them as well.

PFI: What excites you most about the future of the RIA industry?

When the industry shifted to remote work, it still favored hiring local talent only (I had been applying for some time within the greater wealth management industry and can personally attest to this). With time, however, firms began casting larger nets to take advantage of a bigger talent pool. With this broad influx of new talent, firms will be able to take advantage of fresh perspectives that will no doubt add to and help shape the future landscape of the RIA industry. These are certainly exciting times for the industry.

PFI: Of our five main service offerings (Breakaway/RIA Set Up, Ops & Tech Consulting for Existing RIAs, M&A Support, COO Resource, The COO Society) which interests you the most?

With my previous experience in post-acquisition systems integrations, I would definitely say that I am interested in working in an M&A support function. Mergers can be very stressful, and the devil is certainly in the details when developing a framework for coexistence. Outlining processes and creating meaningful and attainable expectations is crucial to successful integrations and I look forward to learning from Matt and the team on how this is best achieved for RIAs.

PFI: What do you like to do in your spare time?

I love spending time with my wife Abby and our 8-year daughter, Violet. We do everything together from bowling to hiking and some light mountain biking. We also love road-tripping and exploring our native California. Violet and I do a lot of gaming together as well, mostly Minecraft and some virtual reality games like Beat Saber. I also enjoy designing and building performance computers for gaming and productivity. I do this mostly for friends and family whenever the opportunity presents itself. I’ve been tinkering with computers since 1998 and it’s always a thrill to power up a new system for the first time. Aside from this, during the pandemic, I took a deep dive into genealogical research to build my family tree and I’ve become something of an amateur genealogist. I uncovered my family’s deep Mayan roots as I dug into my Guatemalan ancestry, and it has been a source of endless fascination.

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