DT
CFP
DT
CFP
Daniel Tafoya is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 17 years of industry experience.
Location
Colorado Springs, CO
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Regulatory History (1)
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Financial
September 2022Final
Employment History
Current Registrations
Vanguard Marketing CorporationBroker
December 2025 - Present · 5 mos
Vanguard Marketing Corporation
December 2025 - Present · 5 mos
Vanguard Advisers, INC.
December 2025 - Present · 5 mos
Previous Registrations
Confidence Wealth Management, INC.
July 2023 - October 2025 · 2 yrs 3 mos
T. Rowe Price Investment Services, INC.Broker
November 2017 - July 2023 · 5 yrs 8 mos
T. Rowe Price Advisory Services, INC.
November 2017 - July 2023 · 5 yrs 8 mos
USAA Financial Planning Services
March 2011 - September 2017 · 6 yrs 6 mos
USAA Financial Advisors, INC.Broker
September 2010 - September 2017 · 7 yrs
Wells Fargo Investments, LLCBroker
October 2009 - September 2010 · 11 mos
Charles Schwab & CO., INC.Broker
May 2008 - September 2009 · 1 yr 4 mos
State Registrations3 states
CONCTX
Advisor
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Exams
No exam information available for this advisor.