Our Qualifications

Darlene Pachot has been working with individuals and businesses in the Los Angeles area for several years.

Darlene Pachot has extensive personal and professional experience.

She is a financial planner, investment adviser representative and registered representative,starting her career in the early 1990's. She successfully completed FINRA series 6, 63, 7 and 65 and most recently adding UCLA's professional designation in "Personal Financial Planning" September 2004. She is licensed and registered to provide life insurance, long-term care, and a broad array of investments.

She is dedicated to developing lasting relationships with all our clients. She believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with her is the ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward a more secure financial future.

She is looking forward to using her experience to help you pursue your financial goals.