AeroLeads people directory · profile
Darla Serrano, Cfp®, Chfc® Email & Phone Number
Private Wealth Advisor
at
Revant Wealth
1 work email found
@pacificadvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Advisor
Location
Boise Metropolitan Area, United States
Who is Darla Serrano, Cfp®, Chfc®? Overview
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Quick answer
Darla Serrano, Cfp®, Chfc® is listed as Private Wealth Advisor at Revant Wealth, based in Boise Metropolitan Area, United States. AeroLeads shows a work email signal at pacificadvisors.com and a matched LinkedIn profile for Darla Serrano, Cfp®, Chfc®.
Darla Serrano, Cfp®, Chfc® previously worked as Wealth Advisor at Provence Wealth Management Group and Financial Advisor, Certified Financial Planner™ of Park Avenue Securities at Pacific Advisors. Darla Serrano, Cfp®, Chfc® holds Certificate, Personal Financial Planning from Uc Irvine.
Company email context
Email format at Revant Wealth
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*@pacificadvisors.com
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AeroLeads found 1 current-domain work email signal for Darla Serrano, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Darla Serrano, Cfp®, Chfc®
As a financial planner with a focus on serving the unique needs of Psychiatrists, I understand the challenges and opportunities that come with this profession. I am passionate about helping Psychiatrists achieve their financial goals, whether it's paying off student loans, investing for retirement, or saving for a child's education.With a deep understanding of the financial landscape and a commitment to personalized service, I work closely with Psychiatrists to develop customized financial plans that meet their unique needs and goals. Whether you are just starting your career or are a seasoned professional, I can help you navigate the complex world of personal finance and achieve financial security.If you are a Psychiatrist looking for a trusted financial partner who understands your profession and can help you achieve your financial goals, I would love to hear from you.Areas of Specialty:*Helping Psychiatrists transition from Employee to Business Owner*Student Loan Management* Insurance Risk Management*Retirement Planning*Investment Analysis*Cash Flow Management*Tax Efficient StrategiesIn my spare time, I enjoy reading, baking, hiking, hot yoga, and spending time with my husband, my sons, and my miniature dachshunds. I’m Catholic and attend mass regularly.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Retirement Planning, Wealth Accumulation, Cash Flow Management, Wealth Preservation, and 5 others.
Current workplace
Darla Serrano, Cfp®, Chfc®'s current company
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9 roles
Darla Serrano, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
May 2024 - Present
Financial Advisor, Certified Financial Planner™ Of Park Avenue Securities
As a Certified Financial Planner™ practitioner, I've met the Education, Examination, Experience, and Ethics requirements set forth by the CFP® Board of Standards. Educational courses I took for my certification:Principles of Financial AnalysisSurvey of Personal Financial PlanningInsurance PlanningInvestment PlanningIncome Tax PlanningRetirement PlanningEstate PlanningFinancial Planning Capstone Course
Oct 2011 - May 2024
Financial Advisor, Certified Financial Planner™ Of Park Avenue Securities
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market St. Suite 1850, Portland OR, 97201, 503-221-1226. 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. 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 The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Oct 2011 - May 2024
Professional, Pharmaceutical Sciences
I worked as an R&D Scientist designing and conducting clinical, stability, and special studies experiments for Phase I/Phase II/ Phase III registration stability products.
Aug 2007 - Jul 2012
Chemist Ii
I operated HPLC and GC instrumentation, testing stents for total content, release rate, and impurities in a cGMP environment.
Dec 2005 - Jul 2007
Chemist Ii
I wrote and executed method transfer protocols, method transfer reports, and validation protocols and reports for registration stability products.
Jun 2004 - Dec 2005
Chemist I
I prepared in-process, finished goods, and stability products for Assay, Content Uniformity, Blend Uniformity, and Impurity testing using HPLC in a cGMP environment.
Jun 2003 - Jun 2004
Chemist I
I prepared and tested water and soil samples using GC, GCMS, HPLC, and IC instrumentation.
Sep 2000 - Jun 2003
2 education records
Darla Serrano, Cfp®, Chfc® education
Certificate, Personal Financial Planning
Uc Irvine
Bs, Biochemistry
Ucla
FAQ
Frequently asked questions about Darla Serrano, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Darla Serrano, Cfp®, Chfc® work for?
Darla Serrano, Cfp®, Chfc® works for Revant Wealth.
What is Darla Serrano, Cfp®, Chfc®'s role at Revant Wealth?
Darla Serrano, Cfp®, Chfc® is listed as Private Wealth Advisor at Revant Wealth.
What is Darla Serrano, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @pacificadvisors.com for Darla Serrano, Cfp®, Chfc® at Revant Wealth.
Where is Darla Serrano, Cfp®, Chfc® based?
Darla Serrano, Cfp®, Chfc® is based in Boise Metropolitan Area, United States while working with Revant Wealth.
What companies has Darla Serrano, Cfp®, Chfc® worked for?
Darla Serrano, Cfp®, Chfc® has worked for Revant Wealth, Provence Wealth Management Group, Pacific Advisors, Allergan, and Abbott.
How can I contact Darla Serrano, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Darla Serrano, Cfp®, Chfc® at Revant Wealth, including work email, phone, and LinkedIn data when available.
What schools did Darla Serrano, Cfp®, Chfc® attend?
Darla Serrano, Cfp®, Chfc® holds Certificate, Personal Financial Planning from Uc Irvine.
What skills is Darla Serrano, Cfp®, Chfc® known for?
Darla Serrano, Cfp®, Chfc® is listed with skills including Retirement Planning, Wealth Accumulation, Cash Flow Management, Wealth Preservation, Estate Planning, College Planning, Life Insurance, and Disability Insurance.
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