Oct 07, 2024 Charting New Paths: Daniel Fillinger Joins TSG Wealth Management – Manhattan Beach

MANHATTAN BEACH – We are thrilled to welcome Daniel Fillinger, CFP®, to the TSG Wealth Management – Manhattan Beach as our newest Managing Director. With two decades of experience in financial services, Dan brings a wealth of expertise and a dedication to helping individuals achieve their financial goals.

Dan’s extensive experience, particularly in navigating major market shifts, allows him to expertly structure balanced portfolios tailored to his clients’ unique needs. Before joining TSG Wealth Management, Dan served as a Senior Vice President at Wells Fargo Advisors and previously worked at JP Morgan.

“Joining TSG Wealth Management, a member of the Wells Fargo Advisors Financial Network (WFAFN), is an exciting new chapter in my career,” said Dan. “I am eager to collaborate with a team that shares my commitment to client success and to continue helping clients achieve their financial goals in a more independent, dynamic and supportive environment.”

Dan holds a Bachelor’s degree in Business Administration from Carroll University and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds FINRA Series 7, 63, 65, 10, and 9 registrations, as well as a CA insurance license.

Mark Schulten, Managing Partner at TSG Wealth Management, expressed his enthusiasm for Dan’s addition to the team: “We are delighted to welcome Dan to our Manhattan Beach office. His extensive experience and client-focused approach make him an invaluable asset to our team and our clients.”

Originally from Wisconsin, Dan now resides in El Segundo with his wife Christine and their daughter Peyton. An avid sports enthusiast, Dan recently won first place in the El Segundo pickleball league and also contributes to the community by coaching youth flag football through the Los Angeles Chargers flag football league.

“Dan’s deep understanding of his local community, the financial landscape and his dedication to personalized financial advice align perfectly with our values,” highlighted Allen Schreiber, Partner at TSG Wealth Management. ” We are excited to see the positive impact he will have on the community and all aspects of our clients financial lives.”

Dan finds professional fulfillment in helping clients achieve their financial goals and takes great pride in assisting multiple generations of families. Helping to secure their financial futures for generations to come. His motivation comes from seeing plans come to fruition, demonstrating the real-world impact of his strategic financial advice in supporting clients’ diverse needs and aspirations.

“Having known Dan during his time at Wells Fargo Advisors, it’s clear that joining TSG Wealth Management, a member of WFAFN, is a natural progression for him,” remarked TSG CEO, Brian Borst. “His move to independence within our network should allow for greater benefits to his clients through more tailored and flexible financial solutions.”

At TSG Wealth Management, we are committed to cultivating enduring relationships with our clients and their families, with a focus on deeply understanding their present and future needs. We are excited about the opportunities ahead and confident that Dan will play a pivotal role in our ongoing growth and success. We invite you to join us in welcoming Daniel Fillinger to the TSG Wealth Management family.

Visit the TSG Wealth Management homepage to learn more about our approach to wealth management or click here to dive deeper into our wealth management services.

If you’re an advisor or client associate looking for a new place to call home, learn more on our Join the Team page.