Darcy Jones Wadsworth

Wealth Management Advisor, CFP

Financial Adviser at Labrum Wealth Management, LLC in Murrieta, CA

About

My financial planning practice is focused on working with clients in transition, those who are working towards retirement. I also work with small businesses and non profit organizations/foundations. I am well versed in all areas of wealth management including equity and fixed income investing, estate planning, insurance strategies, and business strategies with a special focus on retirement planning. I work with a diverse client base and continue to bring on new clients by referral.

Address
29995 Technology Dr Ste 100 in Murrieta, CA 92563
Info
Year started: 1998

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Specialties

  • Annuities
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning

Servicing

Credentials

Licenses

Series 63
Series 7
Series 66

Certifications

Certified Financial Planner

Background

Experience

Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor

Education

Davenport University
University of California, Riverside
Kaplan University