Darren Beck
CFP®, MBA
Pathway Financial Advisors, LLC
Financial Planner
Darren Beck
CFP®, MBA
Pathway Financial Advisors, LLC
Financial Planner
"The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one." ― Mark Twain - Darren Beck, CFP®, MBA
The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Darren Beck is an Atlanta, GA fee-only financial planner. Pathway Financial Advisors, LLC provides comprehensive financial planning including estate planning and tax planning, as well as investment management, and retirement planning to help both business owners and high net worth clients organize, grow and protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial planner, Darren is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Darren Beck has more than 20 years’ experience in financial services and corporate finance and serves business owners, individuals and families throughout the Southeast from our Atlanta office.
Before joining Pathway in 2008, Darren consulted with professionals on life, health and disability insurance and later spent several years as a financial analyst at both a super-regional bank and a large real estate investment firm.
Darren earned a bachelor’s degree in Risk Management & Insurance from the University of Georgia’s Terry College of Business and a MBA-finance degree from the nationally-recognized Robinson School of Business in Atlanta, Georgia. Darren also completed the Terry College of Business’ Executive Program for Financial Planning Certification and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. Darren is married with three children and enjoys spending time with his family and playing tennis.
Your experience with Pathway
As your guide through the maze of life, we help you continually define financial objectives and execute actions that move you toward your desired economic outcomes.
Whether your goal is to put your children through college debt-free, build a business that provides enduring financial security for your family, or ensure you do not become a financial burden on others, we will help you reach financial success.
- All client relationships start by asking questions and gathering data to understand the complete picture of your finances.
- Milestones are identified to create a financial mission
- Adjustments are continuously made to progress your financial strategy, customize your portfolio, and reach your goals.
- Measurements inform how to mitigate the impact of unexpected hurdles or suprises.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Integrated Financial Planning
- Retirement Income Planning
- Investment Management
- Generational Wealth Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations (Inheritance)
- Investable Assets Generally over $1M
Working Together
- In-Office or Virtual Meetings
- Clearly Defined Fees
- Collaborative Approach
- Complimentary Initial Meeting
- Integrating Finance and Life
Professional Designations & Affiliations
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Darren Beck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Darren Beck is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Darren Beck
Office Locations:
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2000 Riveredge Parkway
Suite 640
Atlanta, GA 30328
