Daniel Tafoya, Cfp®, Clu® Email & Phone Number

Daniel Tafoya is a CERTIFIED FINANCIAL PLANNER™ practitioner and Financial Planner with T. Rowe Price. He holds the Chartered Life Underwriter® (CLU) designation, the FINRA Series 7, 63 and 65 registrations.Daniel works comprehensively in partnership with other advisors and financial consultants on building financial plans for high net worth clients. Creating and growing wealth, preserving and protecting wealth, planning for distributions during their lifetime and planning for distribution after their death are all within his scope and considerations in plan creation and delivery. He addresses the financial planning issues that clients have said are the most prevalent for them to help meet their individual goals.Daniel has over a decade and a half of experience serving clients in the financial industry. Before T. Rowe Price, Daniel worked for various other fortune 500 companies managing wealth for high net worth individuals and providing comprehensive financial planning.Daniel graduated from Grand Canyon University with a bachelor's degree in finance and economics. Currently residing in Colorado Springs, CO, Daniel enjoys spending time with his wife and two daughters. They enjoy hiking, running, and volunteering in their community.