Darla Serrano
CFP®, ChFC® – Private Wealth Advisor
SUMMARY
- Designations: CFP®, ChFC®
- Dedicated to guiding medical professionals and women navigating life transitions—single, divorced, or widowed—toward financial clarity and long-term growth.
- Finds joy in financial planning, hot yoga, baking, and supporting animal-focused philanthropic causes.
- “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
(949) 393-2002 ext. 108
Darla is a Private Wealth Advisor at Revant Wealth, where she helps clients build thoughtful, personalized financial plans that align with their values and life goals. She specializes in holistic financial planning, with expertise in investment management, tax mitigation, risk management, and both retirement accumulation and distribution strategies. Darla primarily works with single, divorced, and widowed women, as well as medical professionals, psychiatrists, small business owners, marketing executives, retirees, and pre-retirees navigating important life and career transitions.
Darla’s journey into financial planning began in 2006 during a pivotal time in her life. After her divorce, she became deeply committed to taking control of her financial future—purchasing four investment properties within a year and laying the foundation for long-term wealth. Leaving behind a former career in pharmaceutical chemistry, she transitioned fully into the world of finance, combining personal experience with professional education to guide others on similar journeys.
She holds a Bachelor of Science degree from UCLA, a Certificate in Personal Financial Planning from UC Irvine, and maintains both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations, along with Series 7 license through LPL Financial and Series 66 license through Independent Advisor Alliance.
Darla brings a warm, empathetic, and deeply personal approach to her work. She believes financial planning is never one-size-fits-all—it’s about translating a client’s unique values and vision into a plan that works today, tomorrow, and into the future.
Outside of her professional life, Darla is passionate about helping others find confidence in their financial decisions and lives by the same principles she teaches—leading with intention, clarity, and long-term perspective.
