Darren Colananni
For Darren, the embodiment of this philosophy allows his clients to understand the complexities of their Financial Plan and avoid hidden dangers that they might not be aware of.
Among his many credentials, Darren is a Certified Financial Planner (CFP®) professional, Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®).
Prior to joining Allegia Wealth, Darren worked at Centurion Wealth, Morgan Stanley, and Merrill Lynch..
Since joining Allegia Wealth, Darren closely strategizes with his clients and their families on their full Financial Plan, not just their investments.
This has led to a more thorough Financial Plan that educates and empowers individuals to make smart financial decisions. By arming his clients with this information, it sheds light on potential financial landmines and helps guide them to a more successful financial lifestyle.
Darren has been featured in Forbes, Yahoo Finance, MSN, AOL, U.S. News, and a host of other publications on the topics of Personal Finance, Financial Planning, and Retirement Planning.
His own family experienced it. The recommendations they received were good for the advisor, not for them. He made it his mission to make sure that never happens under his watch.
Today, the focus is simple. Do what is right. Dig deeper. Build real relationships. Deliver a plan that truly serves the client.
1926
1
Non-Profit Organizations, Individual Investors, Businesses
Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers
Insurance, Commodities, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Yes
Phone, Our Office, Email, Video Conference
Fee-Only
Based on Assets
80
$200,000,000
p>WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
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Additional Detailed Disclosures
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