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Darren C
Series 63, Series 65
Encinitas, CA
Caris Investment Partners
Darren Caris is a financial advisor at Caris Investment Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Caris Investment Partners since 2019, following prior roles at Western Financial Corp and Caris Global Advisors. Caris Investment Partners is an independent investment adviser serving individuals, trusts, estates, charitable organizations, retirement plans, small businesses, and high-net-worth clients. The firm emphasizes active portfolio management using fundamental research and technical analysis across a range of strategies and asset types, offering both discretionary portfolio management and institutional services.
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