2023 -2025 VP Estate Planning and Risk Management @
2020 -2023 Financial Planner @
2017 -2020 Senior Relationship Manager @
2010 -2017 Wealth Manager @
2005 -2010 Financial Advisor @
Daniel Tafoya Education
Grand Canyon University
Bachelor's Degree (Finance & Economics)
2011-2014
Brophy College Preparatory
High School (Finance, General)
1999-2003
Daniel Tafoya Skills
Portfolio Management
Marketing
Investments
Customer Service
Nursing
Healthcare
Leadership
Daniel Tafoya Summary
Daniel Tafoya, based in Colorado Springs, CO, US, is currently a Wealth Planning Consultant, Senior Specialist at Vanguard. Daniel Tafoya brings experience from previous roles at Confidence Wealth Management, T. Rowe Price and USAA. Daniel Tafoya holds a 2011 - 2014 Bachelor's Degree in Finance & Economics @ Grand Canyon University. With a robust skill set that includes Portfolio Management, Marketing, Investments, Customer Service, Nursing and more. Daniel Tafoya has 5 emails and 3 mobile phone numbers on RocketReach.
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