Darryl believes that effective financial planning begins with understanding the people behind the numbers. He works closely with individuals, families, and business owners to develop thoughtful, comprehensive strategies designed around their unique goals, priorities, and financial needs. His goal is simple: to serve as a trusted advisor who provides personal attention, practical guidance, and long-term perspective throughout each client’s financial journey.
With more than three decades of experience in public accounting and financial services, Darryl brings a unique combination of tax, financial planning, investment, and business expertise to his clients. He began his career in 1986 with Arthur Andersen LLP and founded his own accounting and financial services firm in 1991.
A graduate of California State Polytechnic University, Pomona, Darryl is a Certified Public Accountant and holds Series 7 and Series 66 securities registrations with LPL Financial, as well as a California Life Insurance license (#0D54906). He is a Registered Representative of LPL Financial and a Certified Plan Fiduciary Advisor (CPFA®), helping businesses establish, manage, and maintain effective employer retirement plans.
Darryl’s approach is built on developing lasting relationships and helping clients make informed financial decisions with confidence. Whether working with an individual, a family, or a business owner, he strives to provide the personal attention and expertise clients need to pursue their financial goals.
Darryl resides in Lake Forest, California, where he enjoys the active Southern California lifestyle with his wife, children, and grandchildren.