Daniel C. Tripp
REDWOOD GROVE WEALTH MANAGEMENT | Financial Planner
SAN RAFAEL, CA 94903
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CRD#: 7129128
Professional summary
Daniel Curtis Tripp, CFP® is a registered financial advisor currently at REDWOOD GROVE WEALTH MANAGEMENT located in San Rafael, California.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 3 firms .
Biography
Daniel Tripp, 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.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Employee and Employer Plan Ben...
Tax Planning
Comprehensive Financial Planni...
Budgeting
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Curtis Tripp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
March 9, 2021 - Present
REDWOOD GROVE WEALTH MANAGEMENT
Office #1: 3950 Civic Center Dr. Suite 210, San Rafael, CA 94903RIA
CRD#: 150667
SAN RAFAEL, CA
Past
October 18, 2019 - January 13, 2021
THIRTY MILE FINANCIAL
RIA
CRD#: 305831
SAN FRANCISCO, CA
Past
May 30, 2019 - August 1, 2019
YESKE BUIE INC.
RIA
CRD#: 143234
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RG
REDWOOD GROVE WEALTH MANAGEMENT
REDWOOD GROVE WEALTH MANAGEMENT | STEINHOFER, TANYA KOREEN | REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD#: 150667 / SEC#: 801-126069
RIA
Registered Investment Advisory firm - (7/11/2022 Approved)California
Registered Investment Advisory firm - (8/28/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/9/2021)
IAR
Texas(11/29/2023)
Exams
Current Firm
RG
REDWOOD GROVE WEALTH MANAGEMENT
REDWOOD GROVE WEALTH MANAGEMENT | STEINHOFER, TANYA KOREEN | REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD#: 150667 / SEC#: 801-126069
RIA
Registered Investment Advisory firm - (7/11/2022 Approved)California
Registered Investment Advisory firm - (8/28/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3950 Civic Center Dr. Suite 210, San Rafael, CA 94903
Mailing Address
Phone number
(415) 737-5003
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 260 |
| AUM (Assets Under Management) | $ 131,765,735 |
Red Flags
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Company Information
REDWOOD GROVE WEALTH MANAGEMENT
Financial PlannerCRD#: 150667San Rafael, CA 94903TRUST BUT VERIFY
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