Darrin Shallcross
Private Wealth Advisor @ Osaic Wealth | Certified Financial Planner®
- Role
- Private Wealth Advisor at Osaic
- Location
- Glen Ellyn, IL, US
- LinkedIn followers
- 500 followers
About Darrin Shallcross
Darrin Shallcross is a Private Wealth Advisor at Osaic FA, a leading broker-dealer and registered investment advisor. He holds the Certified Financial Planner® (CFP®) credential and the Chartered Retirement Planning Counselor (CRPC®) designation, demonstrating his expertise and commitment to ethical and professional standards in the financial planning industry. With over 18 years of experience in providing innovative and customized wealth management solutions, Darrin leads a team of professionals who serve a diverse range of clients, including executives, professionals, business owners, and retirees. He and his team use a six-step financial planning process to create and implement comprehensive plans that focus on estate planning strategies, retirement income planning, investment portfolio review, tax reduction strategies, and insurance and personal risk management. Darrin\'s mission is to deliver the best possible client experience and help his clients achieve their financial goals and dreams.
Experience
Private Wealth Advisor
Mar 2005 — Present · Glen Ellyn, IL, US
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Education
DePaul University
B.S., Finance
1985 — 1989
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