PVI, an SEC-registered RIA firm, is pleased to announce the hiring of Darek Koleda, ChFC®, EA, as an Investment Advisor Representative.
Darek brings several years of experience as a financial professional and has an extensive background in Accounting, Taxation, and Financial Planning. Darek earned his Bachelor of Science degree in Accounting from Temple University and holds an advanced financial planning designation (ChFC®) from the American College of Financial Services. Additionally, Darek is a federally licensed tax practitioner (EA) and a member of the National Association of Tax Professionals.
Mr. Koleda utilizes his extensive tax and accounting background to help his clients better understand their current financial situation and assist them with achieving financial wellness. He takes a holistic approach to designing wealth management strategies that consider every aspect of his client’s financial health, including the tax implications of each decision made.
“Our mission as fiduciaries is to serve, not sell. After all, the financial planning profession is a helping profession, and if I see my clients succeed, then I succeed,” said Mr. Koleda.
Joe Duncan, Founding Partner of PVI, stated, “Darek’s experience and approach to wealth planning for his clients is completely aligned with Pine Valley Investments’ mission of providing industry-leading investment and service solutions. We are thrilled to have his expertise as we continue to grow our firm.”
PVI is an SEC Registered Investment Advisor and works with high-net-worth families and institutions across the country. PVI’s client-first approach has set it on a rapid growth trajectory while increasing its national footprint. Assets are primarily held in custody at Schwab and TD Ameritrade. Services include portfolio management, financial, estate and succession planning, banking, and consulting.
For more information, please contact PVI at info@pinevalleyinvestments.com.