Designations and Licenses

Darin is also a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Darin combines his financial planning and wealth management experience to deliver broad-based wealth advisory services to corporate executives, business owners and retirees. He has more than 20 years of experience servicing the needs of many top executives and has performed seminars on various topics of financial planning and wealth management.

He cofounded Wealth Health in 2003 and led the firm until it was acquired by Mariner in 2020. As a managing partner of Wealth Health, he was responsible for managing the firm and working with clients in the areas of income taxes, cash flow, retirement planning, estate planning and investment allocation.

Darin has a bachelor’s degree in finance from the College of New Jersey and an MBA in finance from New York University, Stern School of Business. He is a member of the Financial Planning Association of New Jersey.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.