Philosophy

Darla has dedicated her career to working with professional women and business owners to put the right building blocks into place today to ensure a fulfilling and prosperous tomorrow. She takes a uniquely holistic approach to financial organization that incorporates the wealth building process into all areas of life.

Darla's philosophy on wealth is that it should provide for a life that is both satisfying and abundant. Her comprehensive financial analysis and planning address areas such as cash flow analysis, risk management strategies, investment analysis, retirement income planning, tax efficient strategies, and estate planning.

By building strong relationships with her clients, Darla is able to really understand the needs, desires, and deep motivations of her clients which allow her to tailor financial strategies specifically for the individual, putting them on track to achieve their own life of wealth.

A History of Earned Success

Darla became fascinated with personal financial planning after experiencing a divorce at the age of 26. As a single woman responsible for her own financial success, she decided to educate herself on finance and investing. She enrolled in UCI’s Personal Financial Planning courses and completed the certificate program. At age 27, she purchased four investment properties in the span of 18 months. From these early, hands-on experiences, Darla learned important real-life lessons in building and preserving wealth.

Commitment to Education

Darla earned her B.S. degree from UCLA and continues to invest in her professional development. She is currently enrolled at the American College working toward earning other widely recognized financial designations.

Darla is an Investment Advisor Representative of Park Avenue Securities. She has the Series 7 and Series 66 securities licenses, and is a Certified Financial Planner™ (CFP®).