Daryl Christensen focuses on helping clients identify financial objectives and creating a personalized process regarding near term goals and long term vision of retirement. Over time, we strive to turn these in to attainable solutions enabling our clients to take consistent action towards pursuing their goals.
The process begins with the creation of a comprehensive approach that builds upon a client's current financial position then guides them through the various lifecycle phases they will experience in their lifetime. Eventually, these phases involve planning for timing of Social Security benefits, selecting Medicare alternatives, and providing for potential Long Term Care insurance options supporting our clients' quality of life.
Or, the plan may be more targeted such as establishing investment goals and creating a portfolio that reflects a client's investment time horizon and tolerance of risk. This managed wealth accumulation process involves periodic review and re-assessment of risk tolerance.
Daryl pursued a long-term career in the food service industry where he held key management and ownership positions. The experience of owning and operating businesses provides Daryl with insight of challenges encountered by business owners as they plan for their future.
Daryl joined Waddell & Reed in 2004 as a Financial Advisor and holds the following securities licenses: Series 6, Series 7, Series 63, Series 66. He also holds Colorado Life, Variable Products and Accident & Health insurance licenses.
His long held value of service-to-community has led him to contribute in many ways: Member of the Lakewood Kiwanis Club where he has served on the Board of Directors and is a past President, member of the Arvada Chamber of Commerce where he has served on the Board of Directors and is a Past Chairman, currently serves on the Board of Directors of the Two Ponds Preservation foundation as President.
Daryl enjoys sharing time with his wife Tammy, their family and friends while enjoying hiking in the mountains, road trips in Colorado, working with horses, and creating new palate pleasers in his smoker.
Waddell & Reed is not affiliated with any other organizations referenced herein.