Daniel Tripp, CFP® Thirty Mile Financial
- Virtual, San Francisco, CA 94112
- (415) 275-1683
About Daniel Tripp, CFP®
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 working professional, husband, father, and veteran of the United States Air Force, I know it can be demanding to balance building a successful career and managing your time commitments, while also making smart financial choices. Organizing your financial life and planning for the future can be challenging. Time is at a premium, and sometimes financial matters take a backseat to other priorities.
My mission is to help individuals and families like yours decrease the financial noise, organize your financial life, set goals, and make evidence-based financial decisions so you can enjoy what you’re most passionate about in life.
My guiding aphorism is that “wealth is a journey, not a destination.” In service of this belief, I meet you wherever you are along your financial path, acting as a guide and partner as we work together to achieve your financial success.
Another of my guiding principles is that I honor your unique values, goals, and priorities. I come from a place of zero judgment. The purpose of our relationship is to help you understand the tradeoffs between various financial choices and to assist you in making decisions that best fit your needs. My role as your financial planner is to be a supportive partner and expert who can navigate you through complex financial matters.
Through the financial planning process, I engage in a one-on-one relationship to solve each client’s unique financial challenges. Some of the questions I can help you answer include:
– How do I manage my stock options, restricted stock units, and other employee equity plans?
– How much should I be saving and investing for the future?
– What should I do with excess cash in my checking and savings account?
– How should I allocate my 401(k)?
– Should I be buying individual stocks, mutual funds, exchange-traded funds, or something else entirely?
– What type and how much life insurance do I need?
– How can I maximize my employee benefits?
– What should I do with an old employee retirement plan?
– How can I save money on my taxes?
– How much cash do I need on hand?
– Are my investments properly diversified?
– What’s my net worth, and what can I do to increase it?
– What’s the best way to pay down debt?
– What should I do if I receive an inheritance?
– Should I pay off my student loans before starting to invest?
– How long will it take before I achieve financial independence?
– What’s the best way to start saving for my children’s education?
– Can I afford to buy a home? If so, how much can I afford?
– What is estate planning, and what can I do to make sure my family is taken care of when I’m gone?
– When can I retire? How much can I spend from my portfolio each year, and what are the tax consequences of withdrawing these assets?
If you’d like to learn more about Thirty Mile Financial, please check out our website, and be sure to visit the ‘About Page’. Additionally, if you are interested in keeping tabs on Thirty Mile Financial, we invite you to connect with us on social media.
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