Darren Kalb, Cfp®
About Darren Kalb, Cfp®
Darren Kalb, CFP®, is a Managing Director at Creative Planning, where he has worked since 2021. With extensive experience in wealth management and financial planning, he specializes in investment management, business succession planning, and estate planning services.
Current Role at Creative Planning
Darren Kalb serves as the Managing Director at Creative Planning, a position he has held since 2021. He works in the San Francisco Bay Area, where he oversees various financial planning initiatives. His role involves managing client relationships and providing strategic financial advice tailored to individual and organizational needs.
Previous Experience in Wealth Management
Before his current role, Darren Kalb worked at Creative Planning as a Wealth Manager from 2017 to 2021. His experience also includes serving as the Director of Wealth Management at Polaris Wealth Advisory Group from 2015 to 2017. Additionally, he held positions as a Wealth Advisor and Financial Planner at Polaris Wealth Advisory Group and Ameriprise Financial Services, respectively.
Educational Background
Darren Kalb earned a Bachelor of Science degree in Business Administration with a focus on Financial Services from San Diego State University. He furthered his education by obtaining a Master of Business Administration (MBA) from the University of California, Berkeley, Haas School of Business.
Expertise in Financial Services
Darren Kalb has developed expertise in business succession planning and risk management. He is involved in charitable planning and estate planning services, providing comprehensive financial strategies for individuals, businesses, and charities. His specialization in investment management allows him to cater to a diverse clientele.