Daniel Fillinger, CFP®, is a Managing Director at TSG Wealth Management’s Manhattan Beach office. With 20 years of experience in financial services, Daniel is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience navigating major market shifts enables him to help clients structure balanced portfolios to address specific financial goals. Before joining TSG Wealth Management, Daniel spent 12 years at Wells Fargo Advisors as a Senior Vice President and previously worked at JP Morgan. Daniel holds a Bachelor’s degree in Business Administration from Carroll University. Committed to continuing education, he has earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, he completed approved educational programs, passed rigorous examinations, and met stringent experience requirements. Daniel also holds FINRA Series 7, 63, 65, 10, and 9 securities registrations, as well as a CA insurance Born in Wisconsin, Daniel now resides in El Segundo with his wife Christine and their daughter Peyton. Daniel is a sports enthusiast, he is an avid pickle ball player and has a background in college football. Daniel also contributes to the community by coaching youth flag football through the Los Angeles Chargers flag football league. In his role at TSG Wealth Management, Daniel finds the most fulfillment in helping clients achieve their financial goals. His motivation comes from seeing clients’ plans come to fruition and assisting multiple generations of families in securing their financial futures. Daniel is committed to providing personalized and strategic financial advice to support his clients’ diverse needs and aspirations. Daniel Fillinger, CFP® Managing Director- 424.502.4805 - dan.fillinger@tsgwm.com