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.
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.
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®).
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
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At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0H73501. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.