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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

18 Years of experience has prepared us to guide you through your life transitions.

Our Values

Our Values

Building Trust. Honesty. Integrity. Service. We believe values matter, and we live by ours every day.

Our Resources

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Darlene Pedrosa

President, CERTIFIED FINANCIAL PLANNER™️

845-681-1130

845-261-0525

darlene.pedrosa@lpl.com

Welcome! I'm Darlene Pedrosa, a dedicated and compassionate CERTIFIED FINANCIAL PLANNER™️ professional with 18 years of experience in the financial industry. My mission is to empower those who are navigating significant life transitions, including the loss of a loved one, divorce, and retirement. Understanding that each one's financial journey is unique, I approach every client with a warm, empathetic perspective, aiming to create a safe and supportive environment. I believe in building strong, multi-generational relationships, where your financial goals and well-being are my top priority.

My expertise lies in crafting personalized financial strategies that not only address your immediate needs but also lay a foundation for long-term stability and growth. Whether you're facing the emotional challenges of a life-changing event or planning for a comfortable retirement, I'm here to guide you through every step with patience, understanding, and tailored advice. 

My educational credentials include dual Bachelor of Science degrees in Finance and International Business from SUNY New Paltz, an Advanced Financial Planning Certificate from Bryant University, and the prestigious CERTIFIED FINANCIAL PLANNER™️ designation. Additionally, I hold the 6, 7, 63, and 66 registrations through LPL Financial, along with life and health registrations.

Beyond my professional role, I treasure spending time with my husband Antonio and our children, engaging in enriching activities like reading, educational classes, and contributing to our local church and community. Our family enjoys the natural beauty of the Adirondacks and the serene beaches of Florida.

Let's embark on this journey together. Your financial well-being is my passion, and I'm here to support you every step of the way. Together, we'll navigate the complexities of financial planning, helping you feel confident and in control of your financial future. I'm committed to helping you achieve financial independence and confidence, so you can focus on what truly matters in life.


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