Tabitha Daly, CFP®

Family Wealth Advisor

  • What path led you to wealth management?

I grew up during the Great Financial Crisis and I didn’t really understand what was going on, so there was a lot of fear surrounding it. As I got older, I wanted to learn about what happened because I believe knowledge overcomes fear. The more I learned, the more I wanted to learn and before I knew it, I was pursuing my career! I love the idea that I can use my interests to strive to help others succeed and experience less anxiety with their finances.

  • Why did you join TFO Phoenix?

I joined TFO Phoenix because the team was so supportive and friendly even before I was a part of it! Their passion for the families they serve and the people they do it with is truly unique and I had to be a part of it!

  • What personal accomplishments are you most proud of?

I was the first in my family to graduate from college, and I did it just two years after graduating from high school. The planning and dedication it took to accomplish my goal so quickly, coupled with the personal and professional growth I experienced are something I’m extremely proud of.

  • Education and accreditations

B.S. in Finance & Economics, minor in Business Management – Grand Canyon University
Associates of Business, DTA – Everett Community College
Series 65 License

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

I’m originally from Seattle, so I love taking advantage of the beautiful weather here and exploring Arizona, whether that’s on road trips, hikes, or runs! I grew up playing soccer too, so I like to kick the ball around still when I get the chance.

  • What are some of your biggest influences?

My mom is my biggest influence – she understands me better than anybody else and she supports me in all of my pursuits. She leads by example and she inspires me to selflessly serve others without expecting anything in return, just like she does.