Darcy Wadsworth Email and Phone Number
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Darcy Wadsworth personal email
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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
Intelligence Driven Advisers (Ida)
View- Website:
- idawealth.com
- Employees:
- 18
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Partner And Senior Wealth AdviserIntelligence Driven Advisers (Ida) Nov 2009 - PresentFlorida KeysDarcy 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. -
Co-HostOnly2Degrees Internet Talk Radio Show 2007 - 2011Only2Degrees 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!
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Financial AdvisorMorgan Stanley Smith Barney Oct 2003 - Nov 2009 -
Financial AdvisorFidelity Investments Nov 1998 - Mar 2000licensed customer service representative
Darcy Wadsworth Skills
Darcy Wadsworth Education Details
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Business
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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Darcy Wadsworth
Flint, Mi -
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