CFP®, Associate Financial Planner
Daniel Tripp, Associate Financial Planner, is a Certified Financial Planner (CFP®) with six years of industry experience. His expertise includes comprehensive financial planning, retirement planning, equity compensation, and tax analysis. Dan is passionate about helping clients organize their financial lives while also helping them align their money with their values.
His education includes a BA in Political Science from the State University of Albany, an MS in Advanced Financial Planning with a Concentration in Tax from Golden Gate University, and a Graduate Certificate in Life Planning.
He is also an Air Force Veteran, having served 12 years as an Intelligence Officer.
Dan lives in Petaluma, CA, with his wife, Caitlyn, their children, Adelyn and Owen, and their dog, Macy. They love being outdoors and exploring the Bay Area. As avid travelers, they enjoy discovering new destinations and visiting friends and family across the country.