Brett Danko

Brett R. Danko, CFP®, CRPC®, is the founder, CEO, and managing partner of Main Street Financial Solutions, LLC, a fee-only Registered Investment Advisor that provides customized financial planning and investment-advisory services to individuals, families, and small businesses. He has more than two decades of experience in the financial-services industry and is a graduate of the University of Pennsylvania. He grew up in Pittsburgh, Pennsylvania, and now resides in the Newtown, PA area; he is married with two children.

Beyond running his advisory firm, Danko is one of the most recognized educators in the financial-planning profession. Through the Brett Danko Educational Center he teaches all of the required CFP® Certification Education courses — Financial Planning, Insurance, Investments, Income Tax, Retirement, and Estate — as well as CFP® Board exam-prep courses delivered nationwide. He is a featured national lecturer on personal finance and is regularly retained by the industry to train top-tier advisors and consult on complex planning cases. His education programs partner with major firms including Ameriprise, Edward Jones, Morgan Stanley, and Raymond James, and he works alongside colleagues such as John Choi and Amy Leis, PhD, CFP®.

Danko's angel investing grows directly out of this financial-services background. Rather than operating a formal venture fund, he invests personally in early-stage companies — most notably in fintech, where his professional expertise in advisor tools and financial planning gives him unusual domain insight. Public databases (PitchBook, Crunchbase, CB Insights) record a small, concentrated angel portfolio of roughly three disclosed investments, including at least one realized exit.

• Invests as an individual angel at the seed / angel round stage, not through an institutional fund.
• Strong tilt toward fintech and financial-planning technology — tools that "expand consumer and advisor access to high-quality financial planning," an area matching his 25+ years of advisory and CFP® education experience.
• Also open to consumer mobile applications (e.g., his 2022 investment in a social fundraising/challenge app).
• His domain expertise means he is likely to say yes to founders building software for advisors, planners, or retail investors where he can add practitioner-level insight.
• Concentrated, selective approach: only a handful of disclosed deals over roughly a decade rather than high-volume angel activity.