Darien Croce
CRPC®, CRPS®, RMA®
Parallel Wealth Management
Principal
Darien Croce
CRPC®, CRPS®, RMA®
Parallel Wealth Management
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Darien Croce, CRPC®, CRPS®, RMA®
Fee-Only financial planner located in Redding, CA, serving clients locally and across the country
Darien Croce is a Redding, CA fee-only financial planner. Parallel Wealth Management provides comprehensive financial planning, investment management, and tax planning to help professionals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Darien Croce is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Darien Croce is the Principal at Parallel Wealth Management located in Redding, CA.
My passion for investing began back when I was 19 yrs old and deployed in the United States Marine Corps. I opened up my first account, started saving $20 a month, and began devouring literature on how to do it correctly! It wasn't until a few years later when an opportunity to work at Morgan Stanley in Oakland, CA really showed me that financial planning was what I really wanted to do. I spent 10 years with Morgan Stanley and then Merrill Lynch learning all I could about how to do this professionally.
Eventually it became clear that working at these larger organizations I wasn't really working for my clients best interests, but instead for the bottom line of these huge firms. Something needed to change...and this change resulted in the creation of Parallel Wealth Management, a Registered Investment Advisory in Redding, California that allows me to be a complete fiduciary, and fee-only financial planner that works only for my clients.
Every day, I find new ways to better serve my clients. And I have no doubt Parallel Wealth Management will continue to grow and make a real difference in our community. Outside of work, my wife, Stephanie, and I enjoy volunteering our time at several local organizations. When we’re not doing that we are hanging out with our two boys, Alexander and Miles, and spending time traveling, fishing, hunting, and just plain enjoying life!
Darien Croce is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we at Parallel Wealth Management do best. Without commission incentives and conflicts of interests in the picture, we’re able to deliver recommendations that solely serve your best interests. There’s a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Darien Croce is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Darien Croce is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Darien Croce is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Darien Croce is a Chartered Retirement Plans Specialist® (CRPS®)
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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Darien Croce is a Retirement Management Advisor® (RMA®)The RMA designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.
Contact Darien Croce
Office Locations:
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429 Redcliff Drive
Suite 240
Redding, CA 96002
