Client Operations Specialist
“The difference between ordinary and extraordinary is that little extra.”
– Jimmy Johnson
Darren who gets it done.
As our Client Operations Specialist, Darren ensures our client operations run smoothly and that tasks are done promptly and correctly the first time. We love his bright smile, outgoing personality, and the way he keeps everyone in a good mood. Overseeing the various tools used to serve our clients, he has a detailed understanding of the financial world from the ground up. A graduate of the University of Hawaii with a Bachelor’s of Business Administration in Finance, and a member of the business-focused fraternity Delta Sigma Pi, he’s putting that detailed understanding to use as he works toward his Certified Financial Planner (CFP®) certification.
Darren the solver.
When he’s not at work, Darren loves getting his friends together to participate in escape rooms—real-life adventure games in which you and your team are given 60 minutes to find clues, solve puzzles and “escape” a themed room. Otherwise he’s on the volleyball court, either playing in a pick-up game at an open gym or competing in a tournament. Whether it be after volleyball or an escape room, Darren likes to unwind at a good boba tea shops. When asked, he is quick to give you his tips and recommendations at his favorite Bay Area eats.
What Transitions means to Darren, and vice versa.
Darren loves being the newest member to the Transitions Wealth Advisors team. He enjoys the camaraderie in developing and implementing strategies that help our clients reach their goals. His parents worked hard to set him up for success and he doesn’t take that for granted. Darren takes pride in helping clients avoid pitfalls and seeing them achieve financial security. With a core value on family, Darren not only wants to see this for our clients but also for their future generations.