Daniel Aller
Managing Director
Daniel Aller brings more than two decades of experience and a passion for both finance and people to his role as Managing Director at TSG Wealth Management. His career in the financial industry began in 2003, driven by a natural curiosity about financial markets and a desire to help others navigate them. For Daniel, the world of investing wasn’t just a professional path—it was the perfect intersection of personal interest and purpose.
What Daniel values most in his role is the opportunity to meet people from all walks of life and help them work toward their financial goals. Known for his ability to translate complex financial concepts into language clients can truly understand, Daniel believes that well-informed clients make the best decisions—and ultimately the best partners. That shared understanding is what motivates him every day.
Born on an American military base in Misawa, Japan, Daniel spent his early years moving between places like Miami, Sacramento, and ultimately Fresno, where he now resides. He earned his Bachelor of Science in Business Management with a Finance option from California State University, Fresno. He holds Series 7, 63, and 65 registrations, as well as California Life and Disability Insurance Licenses.
Daniel thrives in TSG’s collaborative culture, where teamwork and a client-first approach are central to everything the practice does. Outside of the office, he enjoys golfing, traveling—especially to Italy—and spending quality time with his family. He and his wife Joy have been married for 26 years and have two children, Abby and Jonah, along with two dogs, Brutus and Biscuit. A lifelong sports fan, Daniel cheers on the 49ers, San Francisco Giants, and the Lakers. He’s also passionate about youth sports and has volunteered as a youth baseball coach, advocating for equal opportunities for kids to participate in athletics regardless of financial barriers.
CA Insurance License Number: 0E51986. Resident State: CA.
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