Darren M. Tosetto, CFS®, CAS®,CES®,CIS®
President - Investment Services
Phone:(480) 699-8448
Fax: (480) 907-2666
Email: darrent@wealthprofinancial.com
Background
After graduating from the University of Arizona with a degree in finance, Darren quickly embarked on a career in the financial services industry. For over three decades, Darren has been professionally advising and managing investment portfolios for clients from all walks of life. He focuses on developing strong relationships with his clients and advising them on appropriate strategies that seek to preserve, grow, and manage their assets for their specific situations. Darren graduated from the College of Financial Planning and has several IBF designations.
History
After 11 years as a Financial Advisor and Consultant, including time with investment banking firms Smith Barney and Prudential Securities, Darren decided he could provide better value to his clients by working with an independent broker/dealer. After extensive research, Darren chose LPL Financial as the best fit for his clients, allowing him to offer a wide range of financial strategies with the personalized and objective advice they deserve. The management of money has always been a serious business, but as information has become more plentiful, it has become increasingly complicated for individual investors to navigate effectively. Realizing that many investors often lack the time, resources, or inclination to "do it themselves," Darren founded WealthPro Financial in 2003. The clear objective was to help individual investors regardless of their financial experience or expertise.
WealthPro Financial
WealthPro Financial is dedicated to providing personalized financial planning and investment management services. The firm offers a comprehensive range of services, including retirement planning, estate planning, tax strategies, and risk management. WealthPro Financials’ mission is to empower clients to make informed financial decisions and achieve their long-term financial goals. The firm prides itself on its client-centric approach, ensuring that each client's unique needs and objectives are met with tailored solutions. WealthPro Financial also emphasizes the importance of ongoing education and staying current with industry trends to provide personalized advice and strategies to clients.
Family
Originally from New Jersey, Darren and his wife Nell moved to Arizona in 1992. Their daughter, Molly, is a recent graduate of TCU. Darren is the co-founder and prior President of the award-winning and congressionally recognized non-profit "Neighbors Helping Neighbors." Darren also previously served on the board of directors of the National Kidney Foundation of Arizona. In their free time, the Tosettos enjoy spending time in Prescott and taking road trips to their favorite "local" beach in Puerto Penasco, Mexico.