Daniel Tripp, financial advisor Larkspur CA

Daniel Tripp

CRD Number: 7129128
Current Firm: Redwood Grove Wealth Management

Daniel Tripp (CRD# 7129128) is an Investment Advisor Representative working at Redwood Grove Wealth Management in Larkspur, CA and has 1 year of experience in the finance industry. Daniel Tripp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Redwood Grove Wealth Management Larkspur, CA Feb 2021 - Current 3
Thirty Mile Financial LLC San Francisco, CA Jul 2019 - Jan 2021 1
Yeske Buie Inc. Vienna, VA Jun 2017 - Aug 2019 2
U.s. Air Force Reserve Travis Afb, CA Aug 2015 - Dec 2018 3
Golden Gate University San Francisco, CA Aug 2015 - May 2017 1
New York Air National Guard Scotia, NY May 2005 - Aug 2015 10

Daniel Tripp has no recent exams reported.
Contact Info for Daniel C. Tripp
Phone Number: 415-737-5003
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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