Darin Doty Email & Phone Number
CFP® and Paraplanner @ Victory Wealth Services
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Darin Doty Location
- Delray Beach, FL, US
Darin Doty Work
- 2021 - now CFP® and Paraplanner @
- 2020 - 2021 Financial Paraplanner @ Personal Financial Advisors, LLC
- 2017 - 2021 CERTIFIED FINANCIAL PLANNER™ @
- 1996 - 2009 Administrator @ Herlee Management Co
- 2003 - 2008 Independent Contractor @
Darin Doty Education
- Boston University
Master's Certificate in Financial Planning (Financial Planning and Services)
2011 - 2013 - Florida Atlantic University
BS in Finance and Financial Planning (Finance and Financial Management Services)
1996 - 2002
Darin Doty Skills
- Kwanti Portfolio Analysis Software
- Riskalyze Portfolio Software
- eMoney
- RedTail CRM
- MoneyGuidePro
- Translation
- Adult Education
- Foreign Languages
- Linguistics
- Retirement Planning
- Data Analysis
- Fixed Annuities
- Microsoft Office
- Education Planning
- Management
- Teaching English as a Second Language
- Language Teaching
- Public Speaking
- Customer Service
- Time Management
- English
- Holistic Financial Planning
- Life Protection
- Income Protection
- Paraplanning
- Comprhensive Financial Planning & Strategies
- eMoney Financial Planning Software
- eMoney Software
- Series 215 License: Life/Health/Variable Annuities
- Right Capital Planning Software
- Organization Skills
- Interpersonal Skills
- Morningstar Advisor
Darin Doty Summary
- Darin Doty, based in Delray Beach, FL, US, is currently a CFP® and Paraplanner at Victory Wealth Services. Darin Doty brings experience from previous roles at Personal Financial Advisors, LLC, Primerica and Herlee Management Co. Darin Doty holds a 2011 - 2013 Master's Certificate in Financial Planning in Financial Planning and Services @ Boston University. With a robust skill set that includes Kwanti Portfolio Analysis Software, Riskalyze Portfolio Software, eMoney, RedTail CRM, MoneyGuidePro and more. Darin Doty has 3 emails and 2 mobile phone numbers on RocketReach.
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Darin Doty
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