Meet the Team: Daniel Tripp

Firm News & EventsPosted on July 11th, 2017No Comments

Daniel Tripp joins the Yeske Buie team in our fourth class of Financial Planning Residents. He is a recent graduate from Golden Gate University’s (GGU) Financial Planning program and earned GGU’s Outstanding Master’s Degree Student Award for the Financial Planning Department for the 2017 graduating class. Dan is an active member of the Financial Planning Association 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. He has been with the Yeske Buie team for about six weeks and has already been contributing in ways that impact Yeske Buie’s Clients.

In this piece, Dan shares more about his interests in Financial Planning and goals in helping Yeske Buie’s Clients.

How do you see your role as a Financial Planning Resident and what do you hope to accomplish during your time as a Resident?

As a Financial Planning Resident, I feel my role is to assist Clients by helping the financial planning team with whatever support is needed so that Clients can have financial peace of mind that all their needs are taken care of. During my time as a Resident, I hope to learn the core functions needed to be successful in the Financial Planning profession and to develop a deeper understanding of the profession as a whole. I also hope to get an opportunity to help Clients continue on their path to financial success. Finally, I hope to expand on the knowledge I gained during my formal education and build the skills necessary to truly be successful at severing Clients.

What aspect of Financial Planning intrigues you the most and why?

What first intrigued me most about Financial Planning was the investing aspect of the profession. In my view, investing is a tool that when utilized effectively has a tremendous impact on people’s lives. However, while studying for my master’s degree at Golden Gate University, I realized financial planning is more than just investing. Financial planning is a holistic activity that encompasses many aspects of people’s lives. This holistic view of financial planning is what intrigues me now and keeps me motivated to increase my knowledge within the practice and profession.

What has been your favorite project at Yeske Buie, so far?

While I have not been on the team long, so far, I have enjoyed all things to do with Estate Planning. I find it interesting to dig into estate documents to try to understand how the different pieces fit together with the ultimate goal of ensuring the Clients’ estate planning objectives are met. I’ve already had an opportunity to review and build an estate flowchart from scratch and complete the associated estate tax calculations. This experience provided me with an excellent learning opportunity and allowed me to broaden my estate planning skills. With this knowledge, I will be better able to support the Yeske Buie team and serve our Clients.

What Yeske Buie worldview aligns with you most and why?

I feel that Yeske Buie’s worldview of Learn Big aligns with me the most as I truly believe learning fuels potential and that everything is done through the exploration process of learning. For example, it is my view that you can’t have a limitless vision for your life – how Yeske Buie defines Live Big – without learning about yourself first. Similarly, you aren’t able to fully see the world through someone else’s eyes – how Yeske Buie views Client Big – until you have learned to be empathetic. And lastly, you can’t share unconditionally – the premise behind Yeske Buie’s worldview of Give Big – without experiencing all the impacts of sharing first hand.

What might someone be surprised to know about you?

Back in the day, when I was a child, I watched the familiar movie, Jaws. Because of that film, I developed a fear of sharks! To overcome this fear, I went Great White Shark cage diving off the Farallon Islands in San Francisco and while under water saw two massive female Great Whites! I like to believe that it is through facing our fears that we learn and grow and I realized to overcome my fear of sharks I needed to confront that fear. I feel lucky and blessed that I had an opportunity to peer into world of these special animals.

What is one of your Live Big® goals?

I would love to be in position to travel the world for an entire year, spending a month or so in each place I visited. I like to spend my free time traveling, being outdoors as much as possible, exercising, and spending time with my wife and dog. While I wait for the opportunity to travel the world, I satisfy these interests by exploring the many different attractions in San Francisco and northern California.

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“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