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Dempster C
Series 63, Series 65
Corona, CA
D'Arcy Wealth Management, Inc. - A California Corporation
Dempster Cherry Jr. is a financial advisor at D'Arcy Wealth Management, Inc. in Corona, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been involved with D'Arcy Wealth Management since 2016 and also serves as president of D'Arcy Insurance Agency, LLC, where he focuses on insurance sales including life, health, disability, and property and casualty coverage. D'Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners, and other business entities, combining asset allocation with fundamental and technical analysis to construct primarily long-term portfolios. The firm manages a modest number of client accounts through a non-discretionary, client-consent approach and integrates insurance product offerings alongside its advisory services.
Tony L
Series 63, Series 65
Corona, CA
D'Arcy Wealth Management, INC. - A California Corporation
Tony Lim is a financial advisor at D'Arcy Wealth Management, Inc., holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Fidelity Funding, Interest Smart Home Loans, True Colors Investing, and several other firms. D'Arcy Wealth Management provides investment advisory and asset management services mainly to individuals, small business owners, and business entities, combining fundamental and technical analysis in a primarily long-term, asset allocation-focused approach. The firm manages accounts through wrap-fee programs on a mainly non-discretionary basis and offers a mix of performance-based fees alongside significant insurance brokerage activities.
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