Daren Blonski

CFP®
Personal Finance, Retirement, Investing
85%
Helpful
30
Answers
0
Articles
4
Followers
“As the Principal of Enso Wealth Management, Daren Blonski takes the time necessary to clarify his client's goals, construct a strategy to achieve those goals, and support them through education, listening, and guidance.”
Firm:

Enso Wealth Management

Job Title:

Principal

Biography:

Daren Blonski, co-founder of Enso Wealth Management, brings years of experience and expertise to the firm. As a CERTIFIED FINANCIAL PLANNER™ he has met rigorous professional standards while adhering to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Daren serves as lead advisor for many of the firms clients.

Daren has a client centered approach to investing, working with clients to simplify the road to achieving their financial goals. He takes the time necessary to clarify goals, construct a strategy to achieve those goals, and support clients through education, listening, and guidance. The highlight of his job is the joy clients experience when they reach financial fulfillment.

Daren has become an expert in his field with multiple financial designations including Chartered Retirement Plans Specialist℠ (CRPS®), and Chartered Retirement Planning Counselor℠ CRPC®. Clients value his fresh and creative approach to problem solving.

In his free time, Daren enjoys Crossfit. He is active in the community with his beautiful wife and three children.

CRD Number:

5974079

All Answers
Sort By:
Most Helpful
    Investing, Starting Out
I've never invested before: where should I start with $3,000?
75% of people found this answer helpful

There are many options for you.  Here are a few items I would consider if I were in your position.  I would want the following:

 

1.      Low cost

2.      Diversified

3.      Liquid

 

The key with investing is starting and staying consistent.  Nice work on getting started.  Make a goal for yourself each year to save, and grow your investments.  Build a diversified investment portfolio.  Don’t take too much risk, that you chance losing it all.  

 

Daren Blonski, CFP®

707 938 7414

Enso Wealth Management

2 days ago
    Retirement, Investing
What allocation strategy do you recommend for those approaching retirement?
2 days ago
    Retirement
Should I withdraw funds from my Thrift Savings Plan at one time or over several years?
2 days ago
    IRAs
I inherited an IRA that was passed down two different times; do I qualify for a 5-year disbursement?
2 days ago
    401(k)
Where should I move my 401(k) account from my past employer?
0% of people found this answer helpful
3 days ago