Darcy Wadsworth

Darcy Wadsworth Email and Phone Number

Partner and Senior Wealth Adviser, CFP @ Intelligence Driven Advisers (IDA)
carlsbad, california, united states
Darcy Wadsworth's Location
Summerland Key, Florida, United States, United States
Darcy Wadsworth's Contact Details

Darcy Wadsworth personal email

Darcy Wadsworth phone numbers

About Darcy Wadsworth

My wealth advisory business is focused on developing strategies through financial planning to help clients be successful as they transition towards retirement. I also work with small businesses and non profit organizations/foundations. I am well versed in all areas of wealth management including equity and fixed income investing, estate planning, insurance strategies, and business strategies with a special focus on retirement planning. I work with a diverse client base and continue to bring on new clients by referral.Specialties: small business 401K plans and individual retirement planning

Darcy Wadsworth's Current Company Details
Intelligence Driven Advisers (IDA)

Intelligence Driven Advisers (Ida)

View
Partner and Senior Wealth Adviser, CFP
carlsbad, california, united states
Website:
idawealth.com
Employees:
18
Darcy Wadsworth Work Experience Details
  • Intelligence Driven Advisers (Ida)
    Partner And Senior Wealth Adviser
    Intelligence Driven Advisers (Ida) Nov 2009 - Present
    Florida Keys
    Darcy has been guiding clients toward financial success since 2000. Her financial planning practice is focused on helping clients with both individual and business retirement planning. She has a bachelor’s degree in business administration from the University of California, Riverside, and is a Certified Financial Planner.™ Darcy acts as keynote speaker for organizations throughout the year and conducts educational and financial seminars. Giving back is a top priority for Darcy, and she is committed to serving her community and the world through several different organizations. She enjoys outdoor activities, traveling and spending time with her family. She currently keeps a residence in and splits her time between Summerland Key, Florida, and Murrieta, California.
  • Only2Degrees Internet Talk Radio Show
    Co-Host
    Only2Degrees Internet Talk Radio Show 2007 - 2011
    Only2Degrees is an Internet Talk Radio show that covers entertaining and informative topics through lively interviews. We share businesses, non-profits, wine, and funny stories. Darcy and Lisa close the gap of 6 degrees of separation and bring it down to 2 degrees - why? Because we can! Enjoy and Cheers!
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Oct 2003 - Nov 2009
  • Fidelity Investments
    Financial Advisor
    Fidelity Investments Nov 1998 - Mar 2000
    licensed customer service representative

Darcy Wadsworth Skills

Retirement Planning Wealth Management Strategic Financial Planning Small Business Retirement Equities Succession Planning Estate Planning Pensions 401k Insurance Investments Finance Financial Advisory Investment Advisory Series 7 Asset Allocation Wealth Investment Strategies Mutual Funds Iras Fixed Annuities Asset Management Financial Planning Securities Alternative Investments Financial Planners

Darcy Wadsworth Education Details

Frequently Asked Questions about Darcy Wadsworth

What company does Darcy Wadsworth work for?

Darcy Wadsworth works for Intelligence Driven Advisers (Ida)

What is Darcy Wadsworth's role at the current company?

Darcy Wadsworth's current role is Partner and Senior Wealth Adviser, CFP.

What is Darcy Wadsworth's email address?

Darcy Wadsworth's email address is da****@****lth.com

What is Darcy Wadsworth's direct phone number?

Darcy Wadsworth's direct phone number is (888) 245*****

What schools did Darcy Wadsworth attend?

Darcy Wadsworth attended University Of California, Riverside, Davenport University.

What are some of Darcy Wadsworth's interests?

Darcy Wadsworth has interest in Money, Traveling, Outdoor Activities, Wine.

What skills is Darcy Wadsworth known for?

Darcy Wadsworth has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Small Business, Retirement, Equities, Succession Planning, Estate Planning, Pensions, 401k, Insurance, Investments.

Who are Darcy Wadsworth's colleagues?

Darcy Wadsworth's colleagues are Sajjad Baqar, Bow Wheeler, Nolan Martin, Ea, Cfp®, Kristin Skevington, Cpa, Derek Long, Rob Paterson, Jennifer Novak.

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