Experience

After growing up with a parent in the business (his mother, Katie), Darren began his financial services career in 2004. He is committed to finding the right solutions to meet his clients’ needs. Darren brings an energetic new perspective to the team and its clients. With expertise in portfolio management, he custom tailors solutions to meet his clients’ needs. Darren focuses on retail clients with retirement goals. He holds Series 7 and 66 securities licenses and is accredited to offer life and health insurance. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Katie was born and raised in Japan and speaks Japanese. She began her career in financial services in 1985. Previously, she was a flight attendant for Pan American World Airlines. She employs a holistic planning approach when working with families and businesses. Katie wants to know what makes her clients tick and how she can help them. Katie holds Series 7, 63 and 65 securities licenses, and is accredited to offer life and health insurance, and is a Managed Accounts Consultant. She received a B.A. in English from the University of California, Los Angeles.

Elizabeth began her career in the financial services industry in 1999. Previously, she owned restaurants, where she used to work long hours. She understands that to accomplish great things, it is necessary to work hard and keep sight of one’s goals. She is happiest when her clients are excited about what she has helped them achieve during the current trying market. Elizabeth is extremely empathetic toward her clients’ life experiences. This understanding helps her to connect into their financial goals and build strong relationships. She enjoys portfolio management and retirement planning.