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Daniel Tafoya

Wealth Planning Consultant, Senior Specialist

Daniel Tafoya, CFP®, CLU®, has significant experience in the financial services industry, beginning as a Financial Advisor from February 2005 to September 2010. Daniel served as a Wealth Manager at USAA from October 2010 to September 2017, followed by roles at T. Rowe Price as a Senior Relationship Manager and Financial Planner until November 2020. In July 2023, Daniel took on the position of VP Estate Planning & Risk Management at Confidence Wealth Management, with a transition to Vanguard as a Wealth Planning Consultant, Senior Specialist in October 2025. Daniel holds a Bachelor's Degree in Finance & Economics from Grand Canyon University and completed education at Brophy College Preparatory.

Location

Colorado Springs, United States

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