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, we provide clarity around your finances so you have confidence in your financial future.
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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