Wally Darling, Managing Partner and Owner
Wally Darling is the Managing Partner and Owner of Lakewood Hills Investments, LLC which is a financial planning firm operating in Colorado since 2008. Wally launched his professional career upon leaving his service of 12 years with the US Army Cavalry where he served in the US, Europe, and South Korea’s DMZ. His first 15 years were spent in the banking industry providing extensive financing to both personal and commercial clients. In 2008, Wally extended his financial services to include Life Insurance, Annuity, and comprehensive retirement planning. Wally is a licensed Investment Advisor Fiduciary.
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Wally’s expertise focuses his planning to include Tax Minimization, Downside market risk management, Comprehensive Retirement planning, and Wealth Transfer. His team of professionals include CPAs, CFAs, CFPs, portfolio managers, life insurance MDRTs, and retirement income experts. Wally holds licenses including Life Insurance, Property and Casualty Insurance, and a FINRA 65 license.
Wally’s personal interests include Concert piano, golf, and fly fishing. He is the proud father of a family of 6 children and 5 grandchildren.