Daren Halvorson
Wealth Advisor @Missionbridge Wealth
Signup · Get unlimited contacts
WORK HISTORY
Wealth Advisor @Missionbridge Wealth
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The MissionBridge Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
EDUCATION
University of Northwestern – St. Paul
Bachelor's degree in Biblical Studies
College for Financial Planning
CFP® Certification Professional Education Program
University of Northwestern – St. Paul
Bachelor's degree in Applied Mathematics, Minor in Business Administration
ABOUT DAREN HALVORSON
As a financial advisor, I specialize in guiding individuals and families through the complexities of intergenerational wealth transfers and generosity planning. My mission is to help clients align their financial strategies with their values—ensuring that their wealth not only grows, but also creates meaningful impact for years to come Whether it\'s preparing the next generation for stewardship, structuring charitable giving, or navigating family dynamics around wealth, I bring a thoughtful, relationship-centered approach to every conversation. I believe that true financial planning is about more than numbers—it\'s about legacy, purpose, and peace of 🧠.If you\'re looking to create a financial plan that reflects your values and supports your loved ones for many more years ahead, let\'s connect!
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.