Darla Serrano, Cfp®, Chfc®

Darla Serrano, Cfp®, Chfc® Email and Phone Number

Private Wealth Advisor @ Revant Wealth
Boise, ID, US
Darla Serrano, Cfp®, Chfc®'s Location
Boise Metropolitan Area, United States, United States
Darla Serrano, Cfp®, Chfc®'s Contact Details

Darla Serrano, Cfp®, Chfc® work email

Darla Serrano, Cfp®, Chfc® personal email

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.

Darla Serrano, Cfp®, Chfc®'s Current Company Details
Revant Wealth

Revant Wealth

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Private Wealth Advisor
Boise, ID, US
Darla Serrano, Cfp®, Chfc® Work Experience Details
  • Revant Wealth
    Private Wealth Advisor
    Revant Wealth
    Boise, Id, Us
  • Provence Wealth Management Group
    Wealth Advisor
    Provence Wealth Management Group May 2024 - Present
    Irvine, Ca, Us
  • Pacific Advisors
    Financial Advisor, Certified Financial Planner™ Of Park Avenue Securities
    Pacific Advisors Oct 2011 - May 2024
    Irvine, Ca, Us
    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
  • Pacific Advisors
    Financial Advisor, Certified Financial Planner™ Of Park Avenue Securities
    Pacific Advisors Oct 2011 - May 2024
    Irvine, Ca, Us
    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.
  • Allergan
    Professional, Pharmaceutical Sciences
    Allergan Aug 2007 - Jul 2012
    Dublin, Coolock, Ie
    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.
  • Abbott
    Chemist Ii
    Abbott Dec 2005 - Jul 2007
    Abbott Park, Illinois, Us
    I operated HPLC and GC instrumentation, testing stents for total content, release rate, and impurities in a cGMP environment.
  • Gilead Sciences
    Chemist Ii
    Gilead Sciences Jun 2004 - Dec 2005
    Foster City, Ca, Us
    I wrote and executed method transfer protocols, method transfer reports, and validation protocols and reports for registration stability products.
  • Actavis Plc (Now Allergan)
    Chemist I
    Actavis Plc (Now Allergan) Jun 2003 - Jun 2004
    Dublin, Ie
    I prepared in-process, finished goods, and stability products for Assay, Content Uniformity, Blend Uniformity, and Impurity testing using HPLC in a cGMP environment.
  • Weck Laboratories, Inc.
    Chemist I
    Weck Laboratories, Inc. Sep 2000 - Jun 2003
    City Of Industry, Ca, Us
    I prepared and tested water and soil samples using GC, GCMS, HPLC, and IC instrumentation.

Darla Serrano, Cfp®, Chfc® Skills

Retirement Planning Wealth Accumulation Cash Flow Management Wealth Preservation Estate Planning College Planning Life Insurance Disability Insurance Qdro's

Darla Serrano, Cfp®, Chfc® Education Details

  • Uc Irvine
    Uc Irvine
    Personal Financial Planning
  • Ucla
    Ucla
    Biochemistry

Frequently Asked Questions about Darla Serrano, Cfp®, Chfc®

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 the current company?

Darla Serrano, Cfp®, Chfc®'s current role is Private Wealth Advisor.

What is Darla Serrano, Cfp®, Chfc®'s email address?

Darla Serrano, Cfp®, Chfc®'s email address is da****@****hoo.com

What schools did Darla Serrano, Cfp®, Chfc® attend?

Darla Serrano, Cfp®, Chfc® attended Uc Irvine, Ucla.

What are some of Darla Serrano, Cfp®, Chfc®'s interests?

Darla Serrano, Cfp®, Chfc® has interest in Reading Non Fiction, Gardening, Gymnastics, See Less, Dancing, Baking, Surfing, Hiking, Wine Tasting, Running.

What skills is Darla Serrano, Cfp®, Chfc® known for?

Darla Serrano, Cfp®, Chfc® has skills like Retirement Planning, Wealth Accumulation, Cash Flow Management, Wealth Preservation, Estate Planning, College Planning, Life Insurance, Disability Insurance, Qdro's.

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