Menu

Darcy Borella
Wealth Advisor

"Because comprehensive financial planning should take into account an entire lifetime, building strong, lasting relationships with my clients is of the utmost importance to me."

DARCY BORELLA

Before becoming a financial planner, Darcy spent 10 years in healthcare management, overseeing therapy teams in skilled nursing facilities from New Jersey to California. Working in the long-term care industry, Darcy saw firsthand how financial planning can make a difference in financing end-of-life care, as well as the stress it can place on the patient’s adult children. She also noticed how many front-line healthcare workers don’t take advantage of retirement planning offered by their company, if one is offered at all. Somewhere between witnessing the financial stress on patients’ family members, and co-workers’ confusion on how to plan for their own futures, Darcy realized she had a new calling.

From healthcare management to wealth management, Darcy continues to use a “client-first” mentality to ensure individualized goals drive the planning process. Because of her experience in the medical field, she has a unique focus on helping ease the burden of rising healthcare costs to families in the future, by creating stress-free financial plans now. Darcy currently holds her series 65 registration with TrilogyCapital, Colorado, Massachusetts, and Pennsylvania life insurance producer’s license, and will be taking the Certified Financial Planner™ exam this year.

Darcy was born and raised in Texas, where she spent most of her childhood and adult life in the Austin area. She received her Bachelor of Science in Communication Sciences and Disorders from the University of Texas at Austin, a Master of Science in Speech Pathology from the University of North Texas, and her graduate certificate in financial planning through Boston University. Darcy sits on the board of directors for Mile High Young Professionals, and is the State Advocate for Medicare Policy on the board of the Colorado Speech and Hearing Association. Darcy is also honored to be named one of the 2019 “Colorado’s Finest Young Professionals” for professional success and community involvement by the Cystic Fibrosis Foundation. Outside of professional and volunteer work, Darcy enjoys playing volleyball in the Volleyball of The Rockies league, cooking at home with her husband, Rob, and fostering puppies through the Rocky Mountain Puppy Rescue.

Darcy's Client Relationships

Darcy and her team support a wide variety of clients, but here are some of the groups she has built her practice around.

Filter has no result

MEET DARCY'S TEAM MEMBERS
MICHAEL FIBIGER
VICE PRESIDENT OF WEALTH PLANNING
 

STEVE HARTEL, AIF®
WEALTH ADVISOR
 

 
 
CALL DARCY DIRECT AT
(303) 300-3323
ext. 5117

ASK DARCY A QUESTION

 

 
Go to top