Founder
CurrentFully independent and owned RIA structured around serving our clients. TexWealth incorporates traditional financial planning practices while introducing new ways of approaching problem solving.
Jan 2024 - Present
AeroLeads people directory · profile
Daniel Tarsha, Cfp® Email & Phone Number
TexWealth LLC - Founder
at
TexWealth
1 work email found
@stratawealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Daniel Tarsha, Cfp®? Overview
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Quick answer
Daniel Tarsha, Cfp® is listed as TexWealth LLC - Founder at TexWealth, based in United States. AeroLeads shows a work email signal at stratawealth.com and a matched LinkedIn profile for Daniel Tarsha, Cfp®.
Daniel Tarsha, Cfp® previously worked as Founder at Texwealth and Wealth Advisor at Strata Wealth Advisors, Llc. Daniel Tarsha, Cfp® holds Bachelor Of Business Administration (Bba), Finance from University Of Notre Dame.
Company email context
Email format at TexWealth
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*@stratawealth.com
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AeroLeads found 1 current-domain work email signal for Daniel Tarsha, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Tarsha, Cfp®
Since 2005 Daniel has worked within the financial services industry. From these experiences he figured out what works best for clients and incorporates these values each and every day. Daniel is naturally oriented toward serving others and places a strong influence on putting clients first.
Listed skills include Investments, Charitable Giving, Estate Planning, Wealth Management, and 10 others.
Current workplace
Daniel Tarsha, Cfp®'s current company
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8 roles
Daniel Tarsha, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
As an independent advisor, Daniel worked with families to create comprehensive financial plans in coordination with their team of advisors. Special attention was focused on any planning gaps that might exist, while ensuring families fully understood each step of the process.
Sep 2018 - Jan 2024
Vp, Charitable Planning Consultant
Daniel was responsible for all donor advised fund distribution within the state of Texas. Working with financial advisors, attorneys, and CPAs he provided charitable planning solutions including the contribution of illiquid assets.
May 2016 - Sep 2018
Regional Sales Director - South
Balter Liquid Alternatives, Llc
Daniel was responsible for all mutual fund distribution within the South RIA channel.
Jan 2016 - May 2016
Regional Sales Director
Focusing on liquid alternative investments, Daniel was responsible for distribution within the RIA channel covering Texas and eastern states.
Dec 2012 - Jan 2016
Internal Wholesaler
Daniel was the internal partner covering two external wholesalers. Distribution was primarily through independent broker/dealers with a focus on alternative investments.
Jan 2011 - Dec 2012
Financial Advisor
Daniel worked with families to provide financial planning solutions with a special focus on asset protection and risk management.
Dec 2009 - Jan 2011
Financial Advisor
Daniel worked in various job requirements within Lincoln's Professional Development Program (PDP) culminating with his role in LFA's Dallas advisory office.
Aug 2005 - Nov 2009
2 education records
Daniel Tarsha, Cfp® education
Bachelor Of Business Administration (Bba), Finance
University Of Notre Dame
Certificate Program In Financial Planning
Southern Methodist University
FAQ
Frequently asked questions about Daniel Tarsha, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Tarsha, Cfp® work for?
Daniel Tarsha, Cfp® works for TexWealth.
What is Daniel Tarsha, Cfp®'s role at TexWealth?
Daniel Tarsha, Cfp® is listed as TexWealth LLC - Founder at TexWealth.
What is Daniel Tarsha, Cfp®'s email address?
AeroLeads has found 1 work email signal at @stratawealth.com for Daniel Tarsha, Cfp® at TexWealth.
Where is Daniel Tarsha, Cfp® based?
Daniel Tarsha, Cfp® is based in United States while working with TexWealth.
What companies has Daniel Tarsha, Cfp® worked for?
Daniel Tarsha, Cfp® has worked for Texwealth, Strata Wealth Advisors, Llc, Fidelity Charitable, Balter Liquid Alternatives, Llc, and Highland Capital Management, L.P..
How can I contact Daniel Tarsha, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Tarsha, Cfp® at TexWealth, including work email, phone, and LinkedIn data when available.
What schools did Daniel Tarsha, Cfp® attend?
Daniel Tarsha, Cfp® holds Bachelor Of Business Administration (Bba), Finance from University Of Notre Dame.
What skills is Daniel Tarsha, Cfp® known for?
Daniel Tarsha, Cfp® is listed with skills including Investments, Charitable Giving, Estate Planning, Wealth Management, Alternative Investments, Mutual Funds, Asset Management, and Finance.
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