Darrin A. Santos, CFP®-FSI Wealth - San Diego, California

Madeleine T.

I had the opportunity to speak with Darrin Santos for a class assignment, and it was an incredibly insightful and helpful experience. He was knowledgeable, professional, and very kind. He shared thoughtful advice about the finance field and explained complex topics in a way that was easy to understand.
If you're looking for a financial planner who is experienced, approachable, and genuinely cares about forming bonds and helping others make informed decisions, I highly recommend Darrin 🙂

Blessing K.

Darrin Santos is a very knowledgeable, experienced fiduciary and listened to our financial goals. Darrin makes me feel that he truly cares about his clients. His approach to understanding our risk tolerance and applying the proper strategy for us to reach our retirement goals makes me feel less afraid. It gives me a great comfort and a feeling of trust that he is watching our investments and giving us sound advice.

Armelda M.

Darrin Santos has been my financial advisor for many years. I have always felt my portfolio is safe in his capable hands, and I have seen it grow to a comfortable retirement nest egg. He listens to my concerns and answers my questions in ways I can understand. I am very grateful to him for all the effort he puts into my financial stability.

Anthony D.

My wife and I have been working with Darrin for over a year planning for our retirement. Darrin is compassionate about getting to know his clients and family personally. Darrin created a financial plan to meet our needs. He is very knowledgeable and creative in planning for a great financial future. Maggie is also very helpful and friendly both in the office and on the phone. We are looking forward to a great financial future with Darrin & his team.

Jim D.

Darrin has been awesome for me and my company. I had funds that were just sitting in the bank and not earning anything. I needed an investment strategy and Darrin provided that for me. Now, I have a balanced portfolio with options to choose investments that I feel comfortable with based on the percentage of risk and reward. Already I am realizing very impressive increases in my stocks.

Also, I don't have a pension except social security, so I needed to figure out what to do when I retire. Darrin has provided a financial plan for my wife and I to make sure we are covered until we are in our 90's. I highly recommend Darrin to help you with your investments and creating a satisfactory financial plan.

Sincerely,
Jim DeVore

S S.

Darrin did an excellent job planning my retirement financials as well as reviewing and updating the allocation of our portfolio to be more efficient. He is very knowledgable and pleasant to work with. Very happy with the work he did for us!

Tami R.

I just started working with Darrin on a recommendation from my mom. Darrin has been working with her for over 20 years. He seems very attentive to my needs and makes me feel secure in him handling my financial affairs. Looking forward to our continued relationship.

Bonnie B.

Darrin is the most helpful and understanding person! I have cognitive issues and he never ignores me or talks down to me. He is patience and really listens AND hears you. Maggie is right there being helpful and eager to explain things. I would not be able to get investments or financial planning without them