CFP

    Daniel Fillinger

    Managing Director

    TSG Wealth Management
    El Segundo, CaliforniaNo minimum minimum

    About Daniel

    Daniel Fillinger, CFP®, is a Managing Director at TSG Wealth Management’s Manhattan Beach office. With 20 years of experience in financial services, Daniel is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. ... One thing I want my clients to know about me is: 've been helping families build wealth for over 20 years. I enjoy building lasting relationships and truly understanding each client's unique goals.

    Areas of focus

    Retirement PlanningInvestment ManagementPortfolio ConstructionSuccession Planning

    Credentials & background

    Designations

    CFP

    Education

    Business Administration Carroll University (2004)

    Clients served

    RetireesAttorneys & ParalegalsBusiness OwnersCorporate ExecutivesBusinesswomenTech EmployeesSurviving SpousesStartup Employees

    The firm

    TSG Wealth Management