Debbi Darchi, CFP®, Registered Social Security Analyst Personal CFO

I have been on a journey to find my way here my entire life… to get to a place where I can make a profound difference for individuals in the experience they have with their finances and with their overall peace and wellbeing. When we come from a place of scarcity, it doesn't matter what the stock market does or what we pay in debt or taxes, or how much we have saved in the bank. We can only optimize our wealth when we come from a place of abundance.

My goal is to have each person become present to the abundance of what they already have, to realize the power they have to create, and from there, a space opens up for peace and freedom to arise around ones finances as well as other areas of life that are important to them.

I am thrilled to have found this new playground called Invst, to have the opportunity to listen to what really matters for individuals. I consider it a privilege to guide, educate and counsel them, to create a structure and a pathway such that their financial decisions align with what matters most to them.

Debbi lives in Tampa, FL. She has two grown boys who are the reason behind her “why”. She loves dogs of all kinds. She is proud to admit she is a NY Giants fan. After over four decades of never drinking coffee, she now has a newfound love for lattes and searches out unique and eclectic coffee shops wherever she goes, due mostly to the influence of her two boys. She loves practicing meditation and mindfulness. And she never turns down the chance for a throw down of family game night!

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