Darren Koch (CEPA, CFP®, CRPS, Other)
Darren Koch focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Special Needs Planning
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Special Needs Planning
Planning Specialties
Mr. Koch is a Certified Financial Planner ä and a member of the Financial Planning Association. In addition, Mr. Koch has earned two industry designations from the College of Financial Planning, the Accredited Asset Management Specialist in 2001, the Chartered Mutual Fund Counselor in 2003, and the Charter Retirement Plan Specialist in 2009. Mr. Koch has worked for several nationally recognized investment firms including six years at Charles Schwab & Co. He joined Steigerwald, Gordon & Koch in 2005 and brings over fourteen years of financial planning experience and managing affluent client relationships. Darren’s personal interests include playing golf, when there is time. Darren has lived in Northern Virginia for over thirty-five years and currently resides in Leesburg with his family.
Additional Information
Our planning and investment team is comprised of John Steigerwald MBA, Jeff Gordon CFA, and Darren Koch CFP. More information is detailed on our website www.SGKwealthadvisors.com and in our ADV.
We founded our wealth management company on two common principles; a desire to provide quality financial strategies that buildand preserve client assets and a goal to deliver superior services tailored to meet client needs. Each client's financial situation, goals and timeline is unique. Some of our clients have never had a comprehensive Wealth Management Plan, others are at a crossroad in their lives and they need to refocus their portfolios towards changing goals and objectives. We apply our services to address each client’s unique needs for capital accumulation, financial security, asset distribution and preservation.
NAPFA Start Date
January 02, 2009
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