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Yvonne Anh tu Darby

Sherwood Financial Partners, LLC

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About Yvonne Anh tu Darby

Yvonne Anh Tu Darby is a financial advisor associated with Sherwood Financial Partners, LLC. Yvonne has been with Sherwood Financial Partners, LLC since March 2021. Yvonne is registered as an Investment Advisor Representative (IAR) in California. Yvonne holds the Series 65 license. Yvonne has been in the financial industry since June 2014.

Firm Information

Yvonne Darby is currently registered with Sherwood Financial Partners, LLC. Sherwood Financial Partners, LLC is an investment advisor based in WESTLAKE VILLAGE, CA. The firm offers a range of services, including financial planning, portfolio management, and selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They manage approximately $291,577,855 in assets.
Sherwood Financial Partners, LLC

2900 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$291.58M

Assets Under Management

10

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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basic tax planning

Basic tax planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yvonne Darby’s Registration & Firm History

CA

10/19/2021 - Present

Sherwood Financial Partners, LLC (WESTLAKE VILLAGE CA)

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Licenses & Designations

IA

Issued 06/25/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yvonne Anh tu Darby.
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