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CERTIFIED FINANCIAL PLANNER

Daryl Tusa

CA License No. 0E20518
CFP® , CLU®

Daryl Tusa is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business financial strategies. Daryl has been helping clients pursue their financial goals since 1992. Prior to joining Tax & Financial Group (TFG), he worked in the commercial banking industry and helped his portfolio of middle market business clients pursue their goals through various lending facilities.

Daryl graduated from California State Polytechnic University, Pomona with a Bachelor of Science Degree in Business Administration in 1991. Since then, he has maintained a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies which has created a strong knowledge base of the industry. Daryl has earned the Chartered Life Underwriter (CLU®) Designation as well as the Certified Financial Planner™ which is awarded to professionals who have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. In addition to holding the CLU® and CFP® designation, Daryl holds multiple securities registrations including the series 7 and 66, as well as the Life and Health licenses.

In his free time, Daryl enjoys outdoor activities including golf as well as spending time with his friends and family. He enjoys donating time to TFG’s annual “We Care for Kids” golf tournament, which benefits the Make-A-Wish Foundation of Orange County and the Inland Empire. He resides in Corona del Mar, California with his wife Stacy, two sons and a daughter.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

CERTIFIED FINANCIAL PLANNER

Daryl Tusa

CA License No. 0E20518
CFP® , CLU®

Daryl Tusa is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive investment, retirement, estate, and business financial strategies. Daryl has been helping clients pursue their financial goals since 1992. Prior to joining Tax & Financial Group (TFG), he worked in the commercial banking industry and helped his portfolio of middle market business clients pursue their goals through various lending facilities.

Daryl graduated from California State Polytechnic University, Pomona with a Bachelor of Science Degree in Business Administration in 1991. Since then, he has maintained a commitment to continuing education in the areas of financial products, tax laws, and advanced strategies which has created a strong knowledge base of the industry. Daryl has earned the Chartered Life Underwriter (CLU®) Designation as well as the Certified Financial Planner™ which is awarded to professionals who have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. In addition to holding the CLU® and CFP® designation, Daryl holds multiple securities registrations including the series 7 and 66, as well as the Life and Health licenses.

In his free time, Daryl enjoys outdoor activities including golf as well as spending time with his friends and family. He enjoys donating time to TFG’s annual “We Care for Kids” golf tournament, which benefits the Make-A-Wish Foundation of Orange County and the Inland Empire. He resides in Corona del Mar, California with his wife Stacy, two sons and a daughter.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

Contact Us

Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity