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  2. Daryl Tusa

Daryl Tusa

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Daryl Tusa
CFP® , CLU®
Financial Advisor
Phone: 
(949) 223-8323
E-mail: 
daryl.tusa@tfgroup.com

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.

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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