Darren M. Tosetto, CFS®, CAS®

President - Investment Services

Background

After graduating from the University of Arizona with a degree in finance, Darren wasted little time pursuing a career in the financial services industry. For more than 27 years now, 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 situation. Darren graduated from the College of Financial Planning and is currently furthering his education at the Institute for Business & Finance.

History

After 11 years as a Financial Advisor and Consultant that included time with investment banking firms Smith Barney and Prudential Securities, Darren decided he could be of better value to his clients by working with an independent broker/dealer. After much research, Darren decided LPL Financial would be the best fit for his clients and would allow him to offer a wide range of financial strategies with the personalized and objective advice they each deserved. The management of money has always been a serious business but over the last few years has become increasingly complicated for the individual investor to effectively navigate. Realizing that many investors often don't have the time, the resources, or the inclination, to "do it themselves", in 2003 he founded WealthPro Financial. The clear objective was to help individual investors regardless of their financial experience or expertise.

Family

Originally from New Jersey, Darren and his wife Nell moved to Arizona 32 years ago. Together with their daughter Molly, they live in North Scottsdale and are active in their community. Darren is the co-founder of the non profit local charity group "Neighbors Helping Neighbors" and a board member of the National Kidney Foundation of Arizona. In their free time, The Tosetto family and their two rescue dogs (Howie & Ruby) spending time in Prescott and road trips to their favorite "local" beach in Puerto Penasco, Mexico.