Darlene Dahl, AEP®, CDFA®, CPA, PFS

Darlene is a Partner in the Boston office focusing on servicing high-net-worth individuals and multi-generational families. Darlene enjoys conducting legacy conversations and working closely with trust and estate planning attorneys around preserving clients’ wealth across generations. She coaches women through transition, including sudden wealth, loss of a loved one, and divorce. She has completed MWI’s Forty-Hour Mediation Training Program and MCLC’s Interdisciplinary Collaborative Law Training.

Prior to joining Cerity Partners, Darlene was a Managing Director at Daintree Advisors LLC, which she joined in February of 2012. Before joining Daintree Advisors, Darlene spent over nine years as a Senior Vice President and Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Prior to Wells Fargo, Darlene provided Executive Financial Consulting services, comprehensive personal financial and individual tax planning services, and conducted one-on-one consulting sessions and seminars for Large Employee Group clients at Ernst & Young LLP.  She began her career in the audit department at Tonneson & Company CPA’s PC and served as their Quality Control Director.

Darlene enjoys spending time with her grandchildren and golfing.