Darlene Pedrosa

President, CERTIFIED FINANCIAL PLANNER™

Welcome! I'm Darlene Pedrosa, a dedicated and compassionate CERTIFIED FINANCIAL PLANNER™️ professional with 20 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 licenses. Lastly, I have become an Enrolled Agent which is the highest credential awarded by the IRS. You can learn more about my work as an Enrolled Agent at www.rhinebecktax.com

Beyond my professional role, I treasure spending time with my husband Antonio and our children, engaging in enriching activities like reading, cooking, advancing our education, and contributing to our local church and community. Some of my community involvement includes being an active Rotarian in the Rhinebeck Rotary club, doing volunteer work as an audit committee member for Ulster County Boces, and lastly, volunteering with Northern Dutchess Hospital's "Light the Village Pink" breast cancer fundraising initiative.

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.