Daria’s desire to live life to the fullest inspires all that she does. As an independent financial advisor with Cetera Investors in Latham, New York, Daria lives out her passion to serve others each day as she helps her clients navigate the intricacies of retirement planning. Daria takes into consideration all the pieces of one’s “financial puzzle,” creating individualized plans that clients can understand and follow consistently. Financial planning captured Daria’s interest as a teenager in Poland and she has never looked back, enjoying the perfect career for someone who loves math and loves people.
As an independent advisor and fiduciary with more than 15 years of experience, Daria has built her practice on the highest principles of integrity, placing client interests first at all times. She thrives on forming long-standing, close relationships with clients and is energized by the opportunity to meet new people. The key element that separates her from other advisors is her complete dedication to service that delights and far exceeds expectations. More than just responding to client requests, Daria proactively anticipates one’s needs and questions and provides educational information and support. Clients know that they can count on Daria for her specialized knowledge and accurate follow-through.
A graduate of the University of Nicolas Copernicus, in Torun, Poland, with an MBA in Financial Planning and Accounting, Daria holds the series 6, 7, 24, 51, 63, and 66 registrations. She has attained advanced designations relating to her focus on retirement planning, having earned the National Social Security Advisor Certificate and the Retirement Income Certified Professional (RICP®) designation in addition to the Certified Financial Professional (CFP®) and Chartered Life Underwriter (CLU®) designations.
Daria and her husband, Hans, enjoy world travel, especially trips that involve skiing or the opportunity to explore the local countryside. To date, Daria has traveled extensively in Europe, North and South America, Africa, Australia, and New Zealand. An accomplished cook, Daria enjoys learning about the culture of the places she visits, meeting the people and sampling local food and wine. Daria’s spirit of adventure is captured in Mark Twain’s words: “Twenty years from now you will be more disappointed by the things you didn’t do than by the things you did do. So throw off the bow lines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”