Daryl Tusa CFP® , CLU®
CA License No. 0E20518
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 Chartered Life Underwriter (CLU®) Designation as well as the Certified Financial Planner (CFP ®) which is awarded to professionals who have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. In addition to holding the CLU® and CFP® designation, Daryl holds multiple securities registrations including the series 7 and 66, as well as the Life and Health licenses. Daryl is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
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. He resides in Newport Beach, California with his wife Stacy, two sons and a daughter.
Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.