Dareth Luna, Financial Advisor located in Rocklin, CA

Financial Advisor
Dareth C Luna

AAMS®
3706 Atherton Road Suite 120, Rocklin, CA 95765opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Values and Faith Based Investing
  • Healthcare Professionals

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Cooking
  • Gardening
  • Pilates
  • Pickleball

Team Members

  • Kaitlynn Fisher
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(916) 626-4103

Fax

(877) 318-2304

Office Address

3706 Atherton Road Suite 120
Rocklin, CA 95765opens in a new window

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