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Daniel Fallon Tafoya

Confidence Wealth Management, LLC

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About Daniel Fallon Tafoya

Daniel Fallon Tafoya is a financial advisor with Confidence Wealth Management, LLC. Daniel is a Certified Financial Planner (CFP) who has worked in the financial services industry since 2008. Daniel has a long history of working in the industry. Previously, Daniel worked at USAA Financial Advisors, Inc., T. Rowe Price Investment Services, Inc., Wells Fargo Investments, LLC, and Charles Schwab & Co., Inc. Confidence Wealth Management, LLC provides financial planning, selection of other advisors, and portfolio management for individuals and pension consulting.

Firm Information

Daniel Tafoya is currently registered with Confidence Wealth Management, LLC. Confidence Wealth Management, LLC is an investment advisor registered with the SEC and located in Henderson, NV. The firm manages approximately $267 million in assets for individuals and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Confidence Wealth Management, LLC

170 S GREEN VALLEY PKWY

HENDERSON, NV 89012

$267.13M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Tafoya’s Registration & Firm History

CO

08/01/2023 - Present

Confidence Wealth Management, LLC (Colorado Springs CO)

CO

11/02/2017 - 07/28/2023

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

09/15/2010 - 09/29/2017

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

AZ

10/29/2009 - 09/10/2010

WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)

AZ

05/29/2008 - 09/01/2009

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 03/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Fallon Tafoya.
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