Lisa Darin

Background

About Lisa Darin

Thank you for visiting my LinkedIn profile. I have worked in the financial services industry for over 30 years and have been with Merrill Lynch Wealth Management in Westlake Village since 1985. I focus on helping individuals that don't have the time, desire, or experience to manage their own finances. I assist clients in identifying and prioritizing their various financial goals-including college funding, retirement income, wealth transfer planning, tax minimization strategies, and investment analysis. I then develop a customized strategy to fit each client's personal circumstances and unique feelings and attitudes about investing. I commit myself to helping clients achieve desired outcomes, while building, managing, and preserving their wealth for current and future generations. I hold the Chartered Retirement Planning Counselor™ CRPC™ designation; Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. I have a B.S degree in International Business from the University of Colorado. I work to provide an exceptional level of client care and service, and I invite you to contact me to see how my knowledge and service can help meet your financial needs. When I'm not working with clients, you can find me trail riding on my Quarter Horse or hiking in the hills, spending quiet times with my husband now that my three children are grown and gone, and volunteering for my church's various outreach programs. I would welcome a connection if-You are a CPA or attorney interested in providing a resource for your clients -You are in need of customized, strategic financial advice and guidance -You would like to hear more about our wealth management process -You are dissatisfied with your current advisor and would like a second opinion