Darren P. Straniero
ONPLANE FINANCIAL ADVISORS
Darnestown, MD
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CRD#: 5613327
Professional summary
Darren Patrick Straniero, CFP® is a registered financial advisor currently at ONPLANE FINANCIAL ADVISORS located in Darnestown, Maryland.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Darren has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
My professional purpose changed when my wife and I were blessed to go from having 1 child to 5 children in just 2.5 years. That wasn’t built into our financial plan!
Today, I help parents and families make sense of and maximize their financial lives. What I’ve found is that even some of the smartest people make small, consistent mistakes with their finances. And over time, these mistakes – if left unchecked – can cost you thousands of dollars in excess taxes, fees, and opportunity cost.
By providing direction and accountability in my clients’ financial lives, I help them get the right answers to their questions before problems arise. In short, I manage the financial future for you, so you can spend more time today focusing on the other meaningful areas of your life.
I’m a Certified Financial Planner® professional who has spent the last 10+ years in the financial services industry. My practice revolves around three key phrases:
-Life is NOT a straight line (see above: 4 kids in 2.5 years!)
-Focus on financial factors YOU can control
-Where does your money go, and why?
You’ll find me talking about these a bunch in my blog.
There’s more to life than work, though.
My wife, Jill, and I were married in 2008. We have five kids: Jackson, Thomas, Charley, AnnaMay (twin girls), and Sutton. We love watching our kids play sports and both Jill and I coach their teams – sometimes we even coach together! We also love to go the beach and we spend time in the summers in Rehoboth Beach, DE.
If I’m not managing the future for clients or with my amazing wife & five kids, you might find me coaching, cooking, golfing, or playing cribbage.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Patrick Straniero's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
February 14, 2019 - Present
ONPLANE FINANCIAL ADVISORS
RIA
CRD#: 300073
Darnestown, MD
Past
April 21, 2011 - December 31, 2018
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ROCKVILLE, MD
Past
December 11, 2008 - December 31, 2018
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ROCKVILLE, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(2/14/2019)
IAR
Virginia(3/5/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ONPLANE FINANCIAL ADVISORS
ONPLANE FINANCIAL ADVISORS | ONPLANE FINANCIAL ADVISORS LLC
CRD#: 300073 / SEC#:
Maryland
Registered Investment Advisory firm - (1/13/2019 Approved)Virginia
Registered Investment Advisory firm - (3/5/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Poolesville, MD
Mailing Address
Phone number
(703) 856-7979
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 50,397,783 |
Red Flags
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