There should be a more endearing term for "client" as you are more than just people we work for. To us, you're more than a balance sheet and risk tolerance data.
Our clients are people who open up and share with us their aspirations and goals, their obstacles and fears. They share so much more with us; anecdotes from their childhood, news about their growing families, stories of their travel adventures, news of their child's acceptance into their college of choice, and celebratory news of their recent promotion or business success.
They also reveal their less exciting, or sometimes devastating news; being laid off at work, an unfortunate automobile accident, a pending divorce, details about a recent medical diagnosis, and the death of a spouse, parent, or loved one.
Our clients entrust us with the personal aspects of their lives; and together we celebrate their victories as well as mourn their losses. Surely, there must be a more endearing term for our clients.
|Firm Start Year:||2015|
|Name of Custodial Firm:||Fidelity, Charles Schwab, TD Ameritrade|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, At my office, Via email, Via phone, At your office, At your home|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Health, Annuity, Long Term Care, Life, Variable Life|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Assets Managed by Firm:||215,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets, Flat Fee|
|Bachelor of Arts - Double Major: Business Management and Economics||
The content provided is for informational purposes only, and should not be considered a recommendation of any particular strategy, investment product or investing advice of any kind. The views and opinions expressed are those of the author and do not necessarily reflect the opinions of Spire Wealth Management LLC, Spire Securities LLC or its affiliates. Investing involves risk, including the possible loss of principal. Always consult a financial, tax and/or legal professional regarding your specific situation
Darren Louis Colananni is a Financial Advisor, CERTIFIED FINANCIAL PLANNER" professional and holds the Chartered Financial Consultant® (ChFC®), the Certified Investment Management Analyst® (CIMA®), and the Certified Private Wealth Advisor® (CPWA®) certifications with Centurion Wealth Management focusing on asset allocation, relationship management, and aiming to provide world-class service for our clients. Darren has provided personalized investment strategies, asset allocation rebalancing, and investment plan implementation for high net-worth families and closely-held businesses.
Darren is responsible for clearly understanding his client's financial goals and fostering client relationships by developing investment strategies designed for wealth preservation and capital appreciation. In addition to developing his client's wealth planning strategies, Darren also creates customized financial strategies to help clients reach their desired retirement lifestyle.
Darren has a double B.A from Washington College in Business Management and Economics. Originally from Netcong, NJ, Darren currently resides in Fairfax, VA and is an active member of JDRF (Juvenile Diabetes Research Foundation) and the 1782 Society at his alma mater, Washington College. In his spare time, Darren enjoys spending time with his family, exercising, travelling, and reading.
Financial Advice & Consulting
Our financial advice is tailored for you. Each person, family, and business is unique. Our job is to have a deep understanding of what is important to you and your family. Once we know what is important to you, we start to take inventory of all the moving pieces (assets AND liabilities), and begin collaborating on designing a long-term Financial Plan for you.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|