Daniel Tarsha, CFP®|Founder

In 2024 Daniel Tarsha founded TexWealth LLC. After spending over five years working for a Dallas-based independent financial advisory firm, Daniel started TexWealth from the ground up with a focus on growing and managing clients' wealth. This comprehensive approach includes looking at all your goals dictated by money, along with meaningful personal and family goals that may not have a dollar-amount tied to them.

Before working as a financial advisor, Daniel worked for over ten years in the personal finance world as an analyst and investment salesman. During this time working deeply within our financial systems, he began to wonder why so many families made poor investment and financial planning decisions. Daniel saw that it oftentimes was not the clients who strictly made poor decisions, but it was the so-called advice they received that heavily benefited the firms selling to them.

TexWealth if nothing else aims to be a disruptor to the typical, old, and outdated institutions many Americans have managing their money. With other firms there are many layers of people touching your money, but with TexWealth we remove that to give clients direct access to what benefits them the most.

Daniel lives in Plano with his wife and four children. He is a graduate of the University of Notre Dame.