Daryl Tusa, CFP^® , CLU^®

Financial Advisor
CA License No. 0E20518

Phone: (949) 223-8323
E-mail: daryl.tusa@tfgroup.com

Daryl Tusa is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business financial strategies. Daryl has been helping clients reach their financial goals since 1992. Prior to joining Tax & Financial Group (TFG), he worked in the commercial banking industry and helped his portfolio of middle market business clients achieve their goals through various lending facilities.

Daryl graduated from California State Polytechnic University, Pomona with a Bachelor of Science Degree in Business Administration in 1991. Since then, he has maintained a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies which has created a strong knowledge base of the industry. Daryl has earned the Certified Financial Planner Designation (CFP ®) which is awarded to experienced candidates that are committed to the high ethical standards in the profession. In addition to holding the CFP® designation, Daryl holds multiple securities registrations including the series 7 and 66, as well as the Life and Health licenses.

In his free time, Daryl enjoys outdoor activities including golf as well as spending time with his friends and family. He enjoys donating time to TFG’s annual “We Care for Kids” golf tournament, which benefits the Make-A-Wish Foundation of Orange County and the Inland Empire. Daryl is actively involved as a sponsor of the Tech Coast Angels of Southern California. He resides in Newport Beach, California with his wife Stacy, and two sons.

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