Daniel Fillinger, CFP®
Your Investment Planning Expert in El SegundoCustomized Investment Planning in El Segundo for Life’s Milestones
With over 19 years in the investment planning industry, Daniel specializes in tailoring strategies that help clients achieve their unique financial goals. Through Fee-Based Planning Services*, Daniel offers a flexible, six-month engagement designed to address your specific needs and priorities. This service is ideal for individuals and families seeking targeted advice on:
Wealth Planning
Retirement Planning
Education Planning
Special Needs Analysis
Sports & Entertainment Planning
Cash Flow Analysis
Divorce Planning
Risk Mangement
This comprehensive approach helps to ensure that every decision aligns with your values and long-term aspirations. As a fiduciary, Daniel leverages his extensive expertise to create comprehensive plans for managing life’s financial complexities.
*The Fee-Based Planning Services program offers advisory services for clients with complex planning needs.
Who is Dan?
Daniel Fillinger is a CERTIFIED FINANCIAL PLANNER® professional with a Bachelor’s degree in Business Administration from Carroll University. His career began in 2004, and he has honed his skills through years of navigating major market shifts. Before joining TSG Wealth Management, Daniel spent 12 years with Wells Fargo Advisors and previously worked with JP Morgan.
Daniel is passionate about guiding clients through multigenerational wealth planning, helping families secure their financial futures. His comprehensive services and commitment to understanding your goals set him apart as a trusted advisor.
Start Your Financial Journey Today
Whether you’re planning for retirement, managing a career transition, or preparing for the next chapter in your financial journey, Daniel Fillinger is here to help. Explore the possibilities of Fee-Based Planning Services and discover how Daniel can bring clarity and confidence to your financial decisions.
Call Dan at 424-502-4805 or use the form to contact him today to schedule your consultation and take the first step toward a brighter financial future.
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