Pursue Financial Freedom with
Confidence

Your trusted guide to a secure financial future

Worried About Your Financial Future?

Navigating your finances alone can feel like wandering through a maze without a guide. From
investments and retirement planning to taxes, cash flow, and debt management, the complexities can
be overwhelming —especially after life changes like divorce or loss. You might feel anxious, uncertain,
or even disempowered, worrying about costly mistakes, outliving your savings, or not having enough
to live the life you dream of. You deserve more than a generic financial plan—you deserve one that
celebrates your independence and reflects your unique goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Darla Serrano

CFP®, ChFC®

A Partner Who Understands Your Journey

Hi there! I’m Darla Serrano, and my journey into financial planning began after navigating a divorce that taught me the importance of taking charge of my own finances. That experience lit a fire in me to guide other women toward a brighter, more secure future.

With my Certified Financial Planner™ and Chartered Financial Consultant designations, I pour my professional expertise and personal understanding into every plan I create. I’m here to be your trusted partner, making financial planning feel approachable and empowering. Let’s take this journey together!

My Specialties Include

  • Retirement planning and distribution
  • Investment Strategies
  • Cash Flow Management
  • Tax-Efficient Strategies
  • Social Security and Long-Term Care
  • Life and Disability Insurance

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

A Simple Path to Financial Confidence

I make financial planning straightforward and empowering with a three-step process:

1. Discover Your Vision

I listen to your goals, values, and dreams— whether it’s traveling, supporting family, or retiring comfortably—and build a plan that reflects you.

2. Create Your Roadmap

I craft a comprehensive financial plan covering budgeting, investments, retirement, insurance, taxes, and estate planning, tailored to your
unique needs.

3. Walk With You

I provide ongoing support, adjusting your plan as life evolves, so you always feel confident and in control.

Imagine a Stress-Free Financial Future

 Without a clear plan, financial stress, missed opportunities, or a future that feels out of reach can
leave you feeling stuck. I help transform that overwhelm into clarity, empowering single, divorced, and
widowed women with a personalized financial roadmap. With my expertise as a Certified Financial
Planner™ and Chartered Financial Consultant, I provide the tools, support, and guidance to help you
build wealth, secure your future, and live a life filled with purpose and joy.

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