It is my pleasure to announce that Daniel Tripp is our newest addition to the Redwood Grove Wealth Management team. Dan joins us as an Associate Financial Planner, helping deliver superb client care to our clients. Dan holds a Master of Science in Advanced Financial Planning from Golden Gate University and is also a CERTIFIED FINANCIAL PLANNER™ professional with four years of experience.
A career-changing professional and originally from upstate New York, Dan moved to San Francisco in 2015 to pursue a career in financial planning. Dan holds a Bachelor’s in Political Science from the State University of Albany, New York, Rockefeller College of Public Affairs & Policy, and is a United States Air Force veteran having completed twelve years of service and attaining the rank of Captain.
Dan is a member of the San Francisco Financial Planning Association chapter and currently serves as the Director of Legislature Advocacy. Dan is passionate about helping busy professionals and their families reach their goals through the financial planning process while also assisting clients in aligning their values with their money.
Dan currently resides in Petaluma, CA, with his wife, Caitlyn, daughter Adelyn, and dog, Macy. In his spare time, he loves being outdoors, exploring the Bay Area, cooking, mountain biking, and traveling to connect with family and friends.
On behalf of the Redwood Grove Wealth Management team, we welcome Dan to the firm and look forward to working with him in the future.