Darcy Wadsworth IDA

Darcy Wadsworth, CFP®

Partner & Senior Wealth Adviser

Darcy has been guiding clients toward financial success since 2000. Her financial planning practice is focused on helping clients with both individual and business retirement planning. She has a bachelor’s degree in business administration from the University of California, Riverside, and is a Certified Financial Planner™. Darcy acts as keynote speaker for organizations throughout the year and conducts educational and financial seminars. Giving back is a top priority for Darcy, and she is committed to serving her community and the world through several different organizations. She enjoys outdoor activities, traveling and spending time with her family. She currently keeps a residence in and splits her time between Summerland Key, Florida, and Murrieta, California.