Pat Darby, CFP®, EA

Owner

Country

United States

City

Las Vegas

Industry

Management Consulting

Skill

Wealth Management, Financial Planning, Investments, Life & Health Insurance Licenses, Financial Analysis, Equities, Fixed Income, Private Equity, Retirement Planning, Strategic Planning, Venture Capital, Negotiation, Employee Benefits Design, Estate Planning

Experience

Owner

Sin City CFO

2023-3 - Present · 3 yrs 7 mos

Las Vegas, Nevada, United States

Tax, Bookkeeping & Virtual CFO services for Online Business Owners

Owner

Darby Wealth Planning

2019-3 - Present · 7 yrs 7 mos

Las Vegas, NV

Director

Neopolitan Capital Group

2017-6 - 2019-3 · 1 yr 10 mos

Hoboken, NJ

Managing Director

Olson, Cross & Alamo Advisors

2012-8 - 2019-3 · 6 yrs 8 mos

Greater New York City Area

Olson, Cross & Alamo Advisors delivers customized investment strategies and advice for our clients. Personalized investment portfolios are the natural fit for individuals looking for risk- adjusted equity, fixed-‐income and private equity holdings. We strive to achieve long-‐term capital preservation through a prudent and rational investment approach coupled with a strong focus on risk. Licenses: 7, 63, 65, Life Insurance, and Accident & Health Insurance