Daniel Tarsha, Cfp® work email
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Daniel Tarsha, Cfp® personal email
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.
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FounderTexwealth Jan 2024 - PresentFully independent and owned RIA structured around serving our clients. TexWealth incorporates traditional financial planning practices while introducing new ways of approaching problem solving. -
Wealth AdvisorStrata Wealth Advisors, Llc Sep 2018 - Jan 2024Dallas, Tx, UsAs 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. -
Vp, Charitable Planning ConsultantFidelity Charitable May 2016 - Sep 2018Boston, Ma, UsDaniel 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. -
Regional Sales Director - SouthBalter Liquid Alternatives, Llc Jan 2016 - May 2016Daniel was responsible for all mutual fund distribution within the South RIA channel.
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Regional Sales DirectorHighland Capital Management, L.P. Dec 2012 - Jan 2016Dallas, Texas, UsFocusing on liquid alternative investments, Daniel was responsible for distribution within the RIA channel covering Texas and eastern states. -
Internal WholesalerBehringer Harvard Jan 2011 - Dec 2012Addison, Tx, UsDaniel was the internal partner covering two external wholesalers. Distribution was primarily through independent broker/dealers with a focus on alternative investments. -
Financial AdvisorNew York Life Insurance Company Dec 2009 - Jan 2011New York, New York, UsDaniel worked with families to provide financial planning solutions with a special focus on asset protection and risk management. -
Financial AdvisorLincoln Financial Aug 2005 - Nov 2009Radnor, Pa, UsDaniel worked in various job requirements within Lincoln's Professional Development Program (PDP) culminating with his role in LFA's Dallas advisory office.
Daniel Tarsha, Cfp® Skills
Daniel Tarsha, Cfp® Education Details
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University Of Notre DameFinance -
Southern Methodist UniversityCertificate Program In Financial Planning
Frequently Asked Questions about Daniel Tarsha, Cfp®
What company does Daniel Tarsha, Cfp® work for?
Daniel Tarsha, Cfp® works for Texwealth
What is Daniel Tarsha, Cfp®'s role at the current company?
Daniel Tarsha, Cfp®'s current role is TexWealth LLC - Founder.
What is Daniel Tarsha, Cfp®'s email address?
Daniel Tarsha, Cfp®'s email address is dt****@****lth.com
What schools did Daniel Tarsha, Cfp® attend?
Daniel Tarsha, Cfp® attended University Of Notre Dame, Southern Methodist University.
What skills is Daniel Tarsha, Cfp® known for?
Daniel Tarsha, Cfp® has skills like Investments, Charitable Giving, Estate Planning, Wealth Management, Alternative Investments, Mutual Funds, Asset Management, Finance, Retirement Planning, Securities, Philanthropy, Financial Planning.
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