Darren Olivio, CRPC®
Darren Olivio is a Financial Planner and Wealth Manager who helps Pre-Retirees, Post- Retirees, Business Owners, & Physicians ensure they have a well defined financial plan that is nimble enough to change as the client’s needs change throughout their lives.
He believes the Financial Plan is the cornerstone of a trusted relationship that fosters a solid financial future. With over seventeen years of experience helping clients with retirement planning, wealth management, income planning and legacy planning and more than 200 wealth management relationships Darren has the experience necessary to help meet his client’s complex needs.
Darren holds a BS degree in Marketing from The University of New Orleans. Additionally, he holds the CRPC, Series 7, 66, 24 securities licensees along with the Louisiana Life and Health License. Add the fifteen years of banking experience which allows Darren to be thoroughly qualified to aid his clients with both their personal and business planning.
He is married and lives in Metairie with his wife Jackie and their three children Michael, Caroline, and Matthew. When he is not working, he enjoys spending time with his family and learning to cook. Darren has held board positions with St Philip Neri School, Bissonet Medes Downs club, and business Networking International. He is also an active member of St Philip Neri parish and school.
The three adjectives that describe Darren are Genuine, Sure-footed; and Trustworthy.
Check the background of this investment professional on FINRA’s.