Darlene Espejo BBA, CFP, CLU, RRC

Senior Financial Consultant

Darlene is a CERTIFIED FINANCIAL PLANNER Professional (CFP), Registered Retirement Consultant (RRC) and has also attained her Chartered Life Underwriter (CLU) designation.  She is able to provide the leadership and guidance necessary to achieve lifelong dreams, financial independence and a better quality of life through wealth creation, wealth management, and wealth preservation strategies.

Darlene enjoys working with the team to develop solutions to meet their client’s goals through a personalized comprehensive financial plan that results in greater clarity and financial security. Throughout her tenure, she has partnered with clients in achieving their financial goals one key decision at a time.

Darlene measures the quality of the practice by the depth of the relationships they have with clients and the impact the team has made in their lives over the years.  In the same way, Darlene values the importance of family.  She has two sons and has been happily married for over 15 years.