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Darren C
Series 63, Series 65
Encinitas, CA
Caris Investment Partners
Darren Caris is the principal of Caris Investment Partners in Encinitas, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western Financial Corp and Caris Global Advisors prior to founding his current firm in 2019. Caris Investment Partners is an independent, state-registered advisory firm managing approximately $48.4 million in discretionary assets across various client types. The firm employs an active portfolio management approach based on fundamental research and technical analysis, offering a range of strategies and serving both individual and institutional clients.
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