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Darren has been providing qualified retirement plan services to businesses and their employees since 2003. His comprehensive approach seeks to help plan sponsors limit their exposure to fiduciary liability while creating an exceptional experience for their employees. Darren’s areas of expertise include plan design and compliance support, investment monitoring and reporting, participant education and investment guidance, vendor search and benchmarking, and full fee disclosure and fiduciary documentation. In 2010, Darren was named one of the Top 300 Most Influential 401k Advisors in the country by 401(k) Wire Magazine (Based on reader votes, input from distributors and statistics about advisor practice).
Prior to joining RBG in 2009, Darren built a successful retirement practice with Merrill Lynch. After consecutive years of rapid growth and with plan sponsors needs quickly changing, Darren moved his practice to RBG to give his clients more options in an effort to better serve their needs.
In addition to qualified plan consulting, Darren is a CERTIFIED FINANCIAL PLANNER™ practitioner and works with families and individuals to clarify their financial goals and assist them with developing a plan to pursue those goals. Darren’s expertise includes retirement planning, estate planning, insurance, annuities, equities, fixed income, and asset allocation. Darren’s holistic process helps his clients formulate and work toward their financial goals with confidence.
Darren is a graduate of the University of Delaware where he received his Bachelors of Science degree in Economics. Since completing his formal education, he has also earned his CERTIFIED FINANCIAL PLANNER ™ (CFP™) and Chartered Financial Consultant (ChFC®) designations. Darren has also received the Chartered Retirement Counselor (CRPC ®) through the College of Financial Planning.
Darren resides in Pacific Beach with his wife, Patricia. His interests include traveling, sailing, cycling, mountain biking, hiking, snowboarding, or just spending time with friends and family. In his spare time, you can find Darren planning his next trip or volunteering in the community.