Daniel  Tripp,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Tripp, CFP®

Financial Planner

Thirty Mile Financial

1705 Stonehenge Way
Petaluma, CA 94954
FINANCIAL ADVISOR'S WEBSITE
CONNECT WITH Daniel
  • facebook link
  • twitter link
  • linkedin link

General

Daniel Tripp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thirty Mile Financial in Petaluma, CA and the surrounding communities.

Financial Advisor Overview

My name is Daniel Tripp. I founded Thirty Mile Financial, an independent fee-only financial planning practice located in San Francisco, California, dedicated to helping professionals and families reach their financial goals. I serve clients locally and across the country through both in-person and virtual meetings. At Thirty Mile Financial, I'm passionate about empowering clients to take control of their finances. Through the financial planning process and by providing evidence-based investment management services, I work to help you achieve financial clarity and independence. Together we will work as partners as you embark on your financial journey. As a fiduciary financial planner, my goal is to provide peace of mind around your finances so you can focus on doing the things you enjoy most in life. My objective is to help professionals and families, organize and clarify their financial lives so they can achieve their long-term financial goals. We also specialize in assisting tech-sector clients address the tax and financial planning considerations around stock options and restricted stock units, employee stock plans, changes to employee benefits, and concentrated stock positions.

More

Financial Advisor Experience

In 2005, Dan graduated from the State University of Albany, located in upstate New York, with a degree in Political Science. That same year he joined the United States Air Force Reserve as Operations Intelligence Analyst. In 2008, he was selected to become an Intelligence Officer, serving at the 109th Airlift Wing, located in Scotia, New York attaining the rank of Captain. In 2012, Dan served in Operation Enduring Freedom, the ongoing military operation in Afghanistan. Following his military deployment, Dan choose to change careers and relocated to San Francisco, CA to pursue a career as a CERTIFIED FINANCIAL PLANNER™. In 2017, Dan earned his master’s degree in Financial Planning from Golden Gate University. Following his graduate program, he worked at a prestigious registered investment advisory in San Francisco, where he gained invaluable experience, knowledge, and hands-on experience serving clients in the financial sector. With a passion for creating something meaningful and a desire to dedicate his time to clients, Dan created Thirty Mile Financial. Dan puts his passion and experience as a CFP® professional towards helping his clients organize and optimize their finances, assisting them in aligning their money with their values, and understanding the complexities of investing, taxes, and equity compensation. He believes everyone deserves quality financial advice. To provide this, he educates his clients to understand their finances and how they impact every aspect of their lives. In addition to his work, Dan is a member of the San Francisco Financial Planning Association Chapter and serves on the board as the Co-Chair of the Career Development Committee. Always eager to learn more about the industry, he is also a member of the XY Planning Network and National Association of Personal Financial Advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Government & Military, Mutual Funds, Getting Married, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources