Steven Mullooly, CFP®

Instructor

Steve has over 35 years experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER® certificant. Steve has held many roles throughout his career including as a financial adviser, research director, branch manager, trading supervisor, registered options principal and chief compliance officer. He has worked at regional brokerage firms, investment banks and boutique investment advisors including Merrill Lynch, Shearson Lehman Brothers, Morgan Stanley, Donaldson Lufkin & Jenrette, Schafer Cullen Capital Management, and The Cullen Funds Trust.

Danko Education - Steve Mullooly

PARTNERS

Before you register, see if your firm qualifies for special partner pricing on CFP® Education and Exam Prep classes.

This does not include continuing education classes or the Video Insights program.

Danko Education Partner - Ameriprise
Danko Education - Brand AMG
Danko Education - Core Planning
Danko Education - Edward Jones
Danko Education - Equitable Advisors
Danko Education - Focus Financial Partners
Danko Partner - Goodwin Investment Advisory
Danko Education - Garrett Planning Network
Key Bank / Key Investment Services logo.
Danko Education - LPL
Danko Education Partner - Modern Woodmen
Danko Education - One Digital
Danko Education - Osaic
Danko Education - Pathstone
Danko Education - Prudential
Danko Education Partner - Raymond James
Danko Education - Savant Wealth Management
Danko Education - SHP Financial
Danko Partner - Soltis Investment Advisors
Danko Education - Wealth Enhancement Group

What Our Students Say:

"Thank you so much! I would not have been able to PASS the exam without Brett and the team. It would have been impossible to prepare 6 weeks out on my own. The only thing I regret is not taking Fast Track class from the start!"

C.K.

"Thank you so much! I would not have been able to PASS the exam without Brett and the team. It would have been impossible to prepare 6 weeks out on my own. The only thing I regret is not taking Fast Track class from the start!"

C.K.

"Thank you! Great review! Bucket Boy Brett for the win again!"

M.N.

"Thank you so much!!! You guys were fantastic all-around. Danko came highly recommended by multiple advisors in my office and I have 0 regrets going with Danko."

B.S.

"Doing the virtual live review was amazing and do not believe I would have passed without it. I wished I would have done the Danko pre-study but thankful for you and your team!"

C.S.

"Can't thank you enough for you and your team's guidance. First time around I used another company and this time around, I was told to go to no one else besides y'all. Really glad I did!! Thank you again!!"

T.U.

"Huge thank you—I passed the CFP® exam, and your program played a big role in that. Attending the live review in Philadelphia was an amazing experience. I made some great connections and learned A LOT that week. The live review really helped bring everything together. I appreciate the way the program is structured and how it keeps you on track. It’s definitely not easy, but it works. Thanks again—I’m really grateful for the experience."

I.J.

"I don’t like to spend 4 days away from my family and work, but this was time well spent, and I feel much better prepared for the exam than I did on day one of the live review. I’m really glad I signed up with your company and I won’t hesitate to recommend your program to my colleagues."

T.R.

"I wanted to follow up and let you know how much I enjoyed the Live Review. John Choi is by far the best teacher I’ve ever had! He did an unbelievable job of keeping the class engaged by explaining concepts in relatable, and usually humorous terms."

T.R.

"Brett is truly one of a kind! He helped me pass the CFP with the fast-track program, and now I keep the knowledge flowing with CE and Video Insights. He's able to use personal experiences to bring every topic to life and consistently give you ideas to improve your practice."

D.M.

"John - I wanted to reach out to thank you personally for your help with the exam. Our tutoring session, the Boston Live Review and all of your calls were so through and your examples kept popping into my head as I was testing! I had a lot going on personally and changes at work, and some how managed to pull it off with a pass. I can only attribute it to the care and support of you and the Danko team."

D.M.

"I cannot thank you all enough for the amazing program you have built out. Any student who gives it their all is in the best position to pass possible. This certification is going to change my life and I would not be here without you all. Thank you, truly."

A.F.

"Third time test taker, but first time with Danko and passed today!! Thanks to everyone at Danko, especially Amy Leis who helped a ton with getting through this thing."

J.S.

"Passed!!! Thanks to Brett, ChoiGPT and the Danko team."

M.S.

"1st time test taker and passed today. Brett is spot on with what you need to know for the exam. You can tell their program puts time in to filter through what the CFP board wants you to know. During the break, I spoke someone who used (another provider) for his review, and he was completely lost. He was looking over notes and panicking. Glad I chose Danko!"

C.M.

"PASSED today!!! I failed in July after taking with the review with (another provider). When I failed, my instructor discouraged from trying again so soon. That is when I called David Danko and signed up for Brett Danko review. I am happy I did! So thankful I believed in myself. And very thankful to Brett Danko and his awesome team!"

K.F.

"I PASSED! Thank you so much to the whole Danko team for doing such a great job preparing us."

R.B.

"PASSED!!! So grateful for the Danko team — I honestly feel like every part of this process got to me to the much anticipated PASS screen today."

A.T.

"1st time taker and PASSED! Thank you Brett and Team!"

G.C.

"PASSED! This program is legit, y’all. The test was challenging, but I felt so prepared in that testing center."

A.M.

"Passed! Passed! Passed! So hard not to jump up and throw your arms in the air the minute it shows up on your screen. Thank you Team Danko for making me believe in Me!!"

L.B.

"Just wanted to post a final thank you to Brett, Amy, ChoiGPT, and everyone else who has helped through this rigorous process. Was able to pass yesterday and am so so so thankful that I went with THE BRETT DANKO!! Thanks again all!"

D.E.

"Thank you Brett Danko Live Review - November '23 CFP Exam and team. I followed the process and I passed my CFP Exam! Follow the process and you will too!"

J.P.

"With the Danko team behind me, I passed! I can’t thank the Danko team enough."

C.F.

"Passed! Huge relief. I owe it to Brett and Amy big time! Thanks to all for the support and help, it was huge."

M.T.

"Second time taking the exam, first time with Danko and I PASSED!!!"

S.G.

"PASSED! Thank you to everyone: Amy Leis for dealing with my anxiety, and Brett and John Choi for being such amazing teachers!"

U.K.

"Just wanted to thank Brett Danko and his team. Passed the exam today!"

A.M.

"Passed!! Huge thank you to Brett, John, and Amy couldn’t have done it without your help!"

T.K.

"Just passed! Thanks to this group and especially Brett and John!!!!"

A.P.

"I feel so relieved after passing today! John, Brett, Amy and the crew are amazing!"

R.M.

"I passed! It's amazing what the Danko team is doing for the world of financial planning!!"

S.F.

"Passed! I couldn't have done it without the Danko Team!"

D.L.

"I PASSED today!!! Huge case study right out of the gate, kept it together and followed the Danko method to a T. I AM SO THANKFUL FOR THE ENTIRE DANKO TEAM!! Brett and John, your insight was invaluable!!"

L.M.

"Passed today and feeling so grateful for this program and group! Beyond the exam and the marks, the review has honestly improved my financial planning conversations with clients 1000%. Thank you to the whole Danko team!"

K.K.

"I can add my name to those who passed this cycle! Thank you to Brett Danko, John Choi, and the entire team!"

J.B.

"Passed! Thank you so much team Danko, couldn’t have done it with out you. Everything you taught and said was true. The test definitely didn’t feel as hard as Brett’s and the attention to detail made it easy to spot when they were being tricky."

C.S.

"I PASSED!!!!! Thank you so much to #ChoiGPT, Brett, the Danko team!"

R.L.

"Passed!! This was my first try with Danko after failing twice in the past with (another provider). Cannot thank everyone enough - Brett, John, Michelle. Danko sets you up to be successful with the concepts, you just need to put in the work and don't give up! "

B.L.

"I passed! Thank you to Brett, Choi GPT, Amy Leis and the entire Danko team! It's been a great ride!"

B.B.

"Passed!! Thanks to everyone for the help and support. Shoutout to Danko and the crew, definitely couldn’t have done it without them."

M.W.

"It’s a PASS! Thank you to Brett, ChoiGPT, and the rest of the Danko team for getting all of us prepared."

S.W.

"Brett & John Choi - thank you for being such amazing instructors. I will recommend this program to ANYONE looking to pass the CFP."

A.S.

"Passed! Danko and team you have a gift! Thank you for sharing it with us!"

A.U.

"Passed!!! Huge thank you to Brett and the team. Without Brett’s constant positive attitude and seeing everyone do this together, I don’t think I could have done it. I will be recommending Danko to every single person I know!!!"

H.C.

"This old 60 YO dinosaur ate the dinosaur - PASS! Thanks to Brett, John, and Amy! All offered great insight and Brett’s storytelling of concepts helps tremendously too."

B.K.

"Thanks to the Danko Team for getting us across the finish line. I honestly don't know how people are doing it without them."

M.L.

"Passed! Had a lot of nerves/self doubt coming into this test. This Danko course was a life saver and provided the guidance I needed to pass this thing on attempt one. Thank you to the entire Danko team for putting together this amazing prep course!"

N.G.

Thank you so much to the Danko team!! I’ve studied with (2 other providers) and now Brett Danko’s course and I will say Brett Danko’s course has prepared me the most BY FAR."

R.A.

"PASSED TODAY!! My second attempt. First attempt was March 2022 with (another provider). I couldn’t have done it without this program! Danko was spot on with making his material tough so the real thing wouldn’t be as scary. The test was tough; harder than the practice exam but easier than Danko’s questions in my opinion."

E.Y.

"I'm a career changer with absolutely no experience in the field, and this felt like such an enormous undertaking. But today...I PASSED!!! Thank you to Brett Danko and his whole team!"

A.G.

"I cannot thank the Danko team enough for their program. It was undoubtedly the most rigorous I have ever experienced. But when facing the most challenging exam I’ve ever taken… I can’t thank you all enough."

A.F.

"Thank you so much to the whole team! I passed yesterday and like others could barely hold back tears of joy! Brett's material was spot on! I was so comfortable and calm taking the exam!"

K.C.

"Passed! I am so grateful for the outstanding process/curriculum the Danko team have put together."

M.F.

"As a second time taker (1st time using Danko), I finally passed. Brett & his team are phenomenal!"

A.M.

"Passed! First time test taker! Thanks Danko!!"

T.X.

"I am now a first time taker who PASSED!! Be confident in Brett Danko’s process."

B.C.

"First time test taker here, and I PASSED today thanks to everyone at Brett Danko, LLC!"

J.M.

"PASSED!!! Thanks to Brett and John Choi."

T.C.

"I am a retaker from July and got my PASS yesterday!!! Big thank you to the entire Danko Team and an even bigger THANK YOU for the two live reviews. Couldn’t have done it without them!"

S.R.

"Another PASS for team Danko! I feel like I’ve been beat up after that exam, but trust me, Danko gets you ready for it. The hardest part is getting out of your head and your own way!"

J.J.

Pass!!! Thank you Brett and team! There was nothing on the exam I wasn’t prepared for."

B.S.

"Thank you Danko team! These four letters mean so much to me : PASS. Your program is so much more than a CFP review program, so much so that I can't even find the words to describe it!"

P.B.

"Passed! The exam was stressful knowing all the effort I put in and it was still very hard. I worked really hard but I don't think anyone out works Brett!"

J.N.

"Passed! Thanks to the Danko team for getting me to the finish line. It was hard, but I had the tools!"

L.D.

Passed today! Thank you to Brett, Amy, John, and all the Danko team. I’m still shaking!"

G.R.

"As a retaker, I'm excited to say I passed!! a big shout out to Amy Leis for helping me conquer my head trash and for the study plan/tips! Thanks also to the entire Danko team."

J.P.

As a retaker I’m really excited and proud to say I PASSED! I even passed the quant exam, which I failed last time. Brett, John and the team are incredible at preparing us."

K.O.

"Thanks Danko and team for all the help. I started this journey in April, completing all the education and only using Danko Material. I passed this morning!"

M.F.

"I signed up my Danko’s live review in the eleventh hour after feeling that the group that I took my courses through was not going to get me over the finish line. During the review I had a mindset shift and felt for the first time in a year that I was capable and could pass. I PASSED! Best day ever! Thanks, team Danko!"

E.W.

"Huge thanks to the Danko team. I was well prepared for the test and couldn’t have done it without you guys."

J.H.

"I am a retaker and followed exactly what Brett laid out for us versus doing my method in March. I passed this time! Thank you all for your contributions and help in getting me over the finish line."

S.S.

"I transferred late in the game from another educator who went way deep in the weeds and the entire Danko team has been incredible and got me across the finish line for my 5th AND FINAL TIME!!! I will be forever grateful to this entire team! What an incredible journey!"

L.H.

"PASS!! Thank you Brett, John, Michele, Amy and every one on the team. I could not have done it without this group and this review."

T.C.

"PASSED. Wow. Feels great to say. Danko and team do a great job preparing you for this beast!"

J.E.

"Can't say enough good things about the quality of the study materials - I feel extremely prepared."

B.D.

"Very grateful to say that I passed! Thank you to the Brett Danko team for all the help, and thank you to you all for the support as well. I was a second time test taker, and it truly takes a village to get through this thing. I highly recommend doing a series of tutoring sessions with Amy Leis. She really got my mindset right after I wasn't successful in my first attempt, and gave me so many useful pointers that truly made a difference in my approach going into this exam."

G.B.

"Passed today. Can’t express enough how thankful I am for this program. The live review in Boston was phenomenal!"

C.B.

"Passed at 1:32 pm this afternoon. Thanks so much to everyone at Brett Danko. You are amazing at what you do!!!"

D.S.

"In the words of Brett Danko, LLC: Holy Heck! That exam was a battle. Thought I failed at halftime, but made a comeback in the 2nd half to luckily pass. Thanks to Brett and the entire Danko team for helping get me through!"

S.S.

"So grateful to say I passed! It was tough - did it through a move while also dealing with my four year old twins. But gotta give it to this team for getting me through. Thank you!!!"

S.K.

"I still can't believe it. I passed. John Choi was the deciding factor and that's not a joke. His insights and tips were crucial. I can't thank Brett Danko, LLC and the entire team enough."

G.V.

"Passed today! Just wanted to say thank you to Brett, John Choi, and the whole Danko team. You have no idea how much I really needed all the positive vibes you guys brought on every call."

J.L.

"I did the self paced program with (another provider), and failed the exam twice. I took for granted the complexity and amount of knowledge you need to consume for this test. I was referred to the Danko program this time and I did EVERYTHING Brett said to do. I followed his program and put in the time and effort. It all paid off. This program was a game changer and was everything I needed and didn’t even know it."

S.G.

"Thank you so much John, your guidance was invaluable."

M.H.

"John Choi, your Investment quiz was money!!! Thank you so much, to you, for taking the time to create this tool, and reviewing all the investment calcs we needed to know!"

K.K.

"I am so thankful to report that I PASSED!! 55 seconds remaining! Thank you to the Brett Danko Team, my study sessions with John Choi, and this supportive group."

T.B.

"I learned a lot from Amy Leis about conquering the exam mentally. Everything Brett Danko provides works very well with me. Now I finally finished my first step of my financial career and I will still follow Brett, John and Amy. They are truly amazing."

E.K.

"Passed! I am so happy with my decision to sign up with Brett Danko! I have never been more prepared for an exam then I was Friday. I felt really good the whole time and knew halfway through that I passed. I did everything Brett told us to do. I was told many times to trust the process and that is what I did."

G.C.

"Another win for team Danko! I Passed! So grateful for this group and everyone on the Danko team!"

N.A.

Ready to become a CFP® Pro?

Insightful. Dynamic. Effective. 

Our classes are impactful, engaging, and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

REGISTER FOR EDUCATION CLASSES
REGISTER FOR EXAM PREP

Already a CFP® Pro?

Check out our Continuing Education programs.

About Us

The Danko Education team is deeply committed to you and to doing all that's necessary to become a CFP® pro. We walk you through everything needed for the exam, step-by-step, combining all the best of materials, mentoring, and performance feedback, all provided with compassion, competency, and decades of experience.

Learn More About Danko Education

Contact Us

Call Us:
609-303-3736 

Email Us: 
david@brettdanko.com

QUICK LINKS

Register for a CFP® Class

Register for a Live Review

Access Audio Flashcards

Continuing Education

BUY FLASHCARDS

Click here to see all flashcard options.

Traditional

Audio

Online

© 2026 Brett Danko LLC. All rights reserved.

Designed and powered by OpenSpark