Darci Zaunmiller, CFP®, CDFA®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Darci
Biografía
Hi, I'm Darci! After earning my CERTIFIED FINANCIAL PLANNER® designation and spending 15 years at a large investment firm, I realized how important it is for everyone to have access to personalized financial guidance. I'm passionate about helping people take control of their finances and feel confident in their decisions. My approach is calm, collaborative, and judgment-free. Good financial planning is about more than numbers — it's about aligning your money with your values and the life you want to live. Going through a divorce? Please message me before booking. Send me a quick note through Nectarine so I can learn about your situation and make sure we use our time together in the way that best supports you.
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Lo personal
Off the clock? You'll probably find me dancing! I'm learning tap, loving my jazz class, and fully convinced I was a ballroom pro in another life. Travel is my happy place: I've hiked the Inca Trail in Peru, wandered through Ireland and Thailand, and explored Angkor Wat in Cambodia. I'm a slow-travel junkie and a trip-planning fanatic who might just become a travel agent someday, and my Kindle tags along on every adventure.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Investment Planning
- Portfolio Reviews
- Portfolio Allocation
- Tax Planning
- Inheritance Planning
- Financial Planning
- Early Retirement
- Social Security Planning
- Retirement Account Strategies
- Estate Planning
- Divorce Planning
- Knowledgeable
- Patient
- Approachable
- Clear
- Thoughtful
- Nonjudgmental
- Organized
- Empathetic
- Efficient
- Calm
- Personable
- Friendly
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Worth every penny!
I have no regrets booking an appointment with Darci. She was so helpful! As someone who understands personal finances a moderate amount – I still learned a lot. I left feeling very confident on my next steps.
Super helpful
I have a very basic understanding of investing and unexpectedly inherited a variety of accounts that left me feeling very overwhelmed. Darci helped break everything down, gave me specific and actionable things to do, and I left feeling much more clear headed. In just an hour we covered a ton of material. She also sent a clear and organized recap of our meeting with a list of action items that I can refer back to. I will definitely be working with her again and would recommend her.
Confidence and peace of mind about my finances
I met with Darci to get a second set of eyes on my portfolio. She provided clear, actionable advice tailored to my financial and personal goals, and was very knowledgeable, patient, and approachable—she never made me feel judged or pressured to achieve an unrealistic financial goal. After our conversation, she shared thorough meeting notes and a plan of action, which made it easy to implement changes. Having updated my investments per our conversation, I not only have more peace of mind about my financial future but feel more confident investing in general. Thank you, Darci!
Feeling optimistic about my financial future
I did a lot of research for a new financial planner who would understand my situation and am so grateful to have found Darci. During our first meeting, she was prepared and provided a lot of great advice as I worked on my marriage settlement agreement. During the meeting, she understood the pain points I'm currently experiencing and informed me of all my options. After the meeting, I felt heard and like my financial future is in good hands. I feel very optimistic working with Darci, both now and ongoing.
Great First Meeting
Darci was very friendly, knowledgable, easy to talk to, and gave us great next steps. Will meet with her again!
Came away with clarity and a plan of action
As someone who checked the intake box labeled "I have no idea what I'm doing," I greatly appreciated Darci's ability to speak in language that was easy for me to understand. She took time to back up and explain things when and as often necessary, and she did so with a holistic, big-picture mindset which I found extremely helpful to my overall grasp of the situation. Best of all, I came away from the session with a very clear plan of action and a list of priorities, including exact questions to pose to both my investment manager and CPA. Darci also took the time to follow up with detailed notes which she emailed to me the next day. In the span of one hour, I went from feeling baffled and confused to clear and empowered.
So helpful and valuable
Darci answered all my questions and was extremely helpful and knowledgeable about investing. And such a joy to speak to! Highly recommend.
You Can’t Go Wrong With Darci
Darci is the best. She flattened the learning curve on so many things for us and gave us a framework for next steps.
Kind and efficient
Darci was the best. So human and relatable while also being quick and efficient. We covered a lot of ground in just 1 hour.
Personalized Approach
Darci took the time to learn the specifics of my financial situation and provided valuable guidance. It was not a one-size-fits-all approach, which I so appreciated. Book with Darci and you won't regret it!
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.