Darlene Van Beek
Darlene Van Beek, Financial Consultant and Wealth Advisor is an independent contractor with Money Concepts. Since 1979 Money Concepts International, Inc. has been the backbone for independent financial advisors running successful practices. Darlene has built a female owned, personalized, fee-based financial planning and investment management practice dedicated to improving the financial well-being for small and medium size business owners and individuals. With the everchanging tax regulations and more changes soon to come; now is the best time to prepare.
She has been a Certified Financial Planner (CFP®) professional since 2003, earned the Registered Financial Consultant’s (RFC) designation in 2015 and has held the Qualified Pension Administrator designation, QPA, for more than 20 years. In addition to the more than 25 years of experience in the financial industry; Darlene has a B.A. in Economics from Northwestern University.
I believe in assisting my clients by partnering with them in preparing for the life events that they tell me are most important to them; which may be one financial life event or a comprehensive financial life analysis (including estate planning, college savings, insurance review, investment strategies and tax efficiencies and of course, retirement planning analysis).
I offer a complimentary financial review. It is a great way for someone who is serious about being prepared, about being deliberate in his/her financial life to prepare for their best well-being.
Dedicated to Improving Financial Lives Everyday!