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Deborah D

CFP®, Series 65

Oldsmar, FL

Invst, LLC

Deborah Darchi is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years with Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning work for other advisors, and is involved with Simpli Be LLC, focusing on habit coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm employs a combined fundamental, technical, and cyclical approach to portfolio construction and manages approximately $1.565 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Real estate investing Tax strategies for small businesses Founder/Business Owner Executive
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