CA Insurance License # 4230334
Darren initiated his own investment career as a teenager and found great success and enjoyment from investing. Deciding that he could find fulfillment by helping his clients achieve their own financial goals and dreams, he began his career in financial planning. His focus is creating holistic financials plans for his clients, not just managing their money. He works with his clients by becoming a true partner with them, focusing on how their investment decisions can benefit their family both now and in the future, through multiple generations. When he is not planning for his clients, he enjoys all things outdoors, such as climbing, hiking and skiing, traveling with his wife and two daughters, or hunting with his Golden Retriever Bella. He is also a certified Sommelier and when the weather isn’t cooperating, can be found woodworking in his shop.
Professional Designations
- Credentialed Holistic Financial Coach from Columbia University
- Chartered Financial Consultant
Licenses
- Series 7TO
- Series 66
- Texas Life & Health
- Colorado Life & Health
Education
- Graduate from University of Pittsburgh
- Teachers College, Columbia University
- The American College of Financial Planning
Areas of Focus
- Tax-effective investment planning
- Tax advantaged protection strategies
- Estate and Legacy Planning
- Financial planning for High Earners
Professional Affiliations
- Million Dollar Round Table - Court of the Table
- Elite Advisor Group