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Wealth Is a Journey,
Not a Destination.

Let me be a guide on your financial journey.

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Daniel Tripp, Financial Planner, San Francisco, California

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:

  • Investments
  • Employer Stock Strategies (Stock Options, RSUs, Concentrated Risk Management)
  • Portfolio Distributions Strategies 
  • Optimizing Employee Benefits
  • Insurance Reviews
  • Tax Planning 
  • Estate Planning 

Focus on the Journey San Francisco, CA Thirty Mile Financial

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