Daniel Tripp

Financial Planning Resident

Daniel Tripp holds an MS in Financial Planning from Golden Gate University (GGU) and a BA in Political Science from the State University of New York at Albany Rockefeller College of Public Affairs & Policy. Concluding his Master’s studies on a high note, Daniel was the recipient of GGU’s Outstanding Master’s Degree Student Award for the Financial Planning Department for the 2017 graduating class.

Daniel is an active member of the Financial Planning Association® (FPA®) of San Francisco and serves on the NexGen committee, volunteering at various events including the San Francisco Financial Planning Day. He is also a Veteran of the United States Air Force with 12 years of military service.

Born and raised in Albany, New York, Daniel relocated to the Bay Area in 2015 to pursue a career in Financial Planning and to marry his wife Caitlyn. Together with their dog Macy, they live in the Glen Park neighborhood of San Francisco. In his free time, Daniel enjoys exploring the Bay Area, running, reading, watching documentaries, and spending time with his family and friends.
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Client Focus: As a Financial Planning Resident, Dan works with the rest of the Financial Planning Team to ensure that clients’ financial planning needs are met to help them achieve their Live Big® goals.

Current Update: Daniel and his wife, Caitlyn, are looking forward to heading to Boulder, Colorado in September for a family friend’s wedding. Later September, Daniel is looking forward to his parents visiting Northern California for the first time. During the trip, Daniel is planning on showing his parents the sites around San Francisco and then heading to wine country for a beautiful weekend.

Read more from Daniel:

“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson