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Daniel T
CFP®, Series 66
Plano, TX
Texwealth
Daniel Tarsha is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He has worked at TexWealth since 2024 and previously was with Strata Wealth Advisors, LLC from 2018 to 2024 and Fidelity Charitable from 2016 to 2018. TexWealth is an independent registered investment adviser serving individuals and high-net-worth clients with tailored portfolio management and planning services. The firm integrates modern portfolio theory, fundamental and technical analysis, and primarily uses long-term trading strategies across various securities, implementing client-specific investment policy statements through discretionary management.
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