Purse Strings Approved Professionals

 
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Darla Serrano Purse Strings
Financial Advisor and Financial Planner
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Darla Serrano, CFP®, ChFC®
Financial Advisor, Pacific Advisors
OVERVIEW OF SERVICES
529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Infinite Banking Concept (IBC), Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Real Estate Investing
SPECIALTIES
  • Business Planning
  • Divorce
  • Financial Planning
  • Money Mindsets
  • Personal Tax Planning
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
LOCATION
2855 Michelle Dr
Irvine
California
92606
United States
SERVING:
CA, AR, FL, ID, IN, KY, MN, MO, NV, NY, TX
Virtual Appointments Available