I’m Daniel Tripp, CFP®
Founder of Thirty Mile Financial
Thirty Mile Financial is an independent fee-only financial planning practice located in San Francisco, California, dedicated to helping busy professionals and their families reach their financial goals. We serve clients locally and nationwide through in-person and virtual meetings.
At Thirty Mile Financial, we're passionate about empowering clients to take control of their finances. Through the financial planning process and by providing evidence-based investment management services, we provide clarity around your finances so you can focus on doing what you enjoy most in life.
Financial Planning & Investment Management
Financial Planning, like life, is an iterative process, where positive actions over time can have profound effects.
As a fee-only financial planner, we serve professionals and families by providing financial planning and investment management services.
Thirty Mile Financial has expertise in the following areas:
- Employer Stock Strategies (Stock Options, RSUs, Concentrated Risk Management)
- Portfolio Distributions Strategies
- Optimizing Employee Benefits
- Insurance Reviews
- Tax Planning
- Estate Planning
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