A seasoned Wealth Management professional for more than 21 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth client families navigate the financial and emotional complexities surrounding different life events. He has received a number of important industry designations including the CFP^®, ChFC^®, CDFA^®, CLTC^®, and CEPA^®; As a CHARTERED SPECIAL NEEDS CONSULTANT^®. Darryl is one of the few advanced credentialed professionals focusing on the unique considerations in planning for special needs families and caring for loved ones with disabilities. 

Darryl is recognized as leader in the financial services arena for many years through numerous local and national publications. Darryl has been featured in Forbes Magazine as "2025 Forbes Best in State Wealth Advisor- Northern California Private Wealth", "2023-2025 Best In State Wealth Management Teams- Northern California Private Wealth ", “2020 Top Next Gen Wealth Advisors Nationwide”, “2019 Best In State Next Gen Wealth Advisor- Northern California”, and “2018 America’s Top 1,000 Next Gen Wealth Advisors”. Barron's Magazine recognized the Mountain View Group in the "2025 Top 250 Private Wealth Management Teams Nationwide". Additionally, he serves on the Morgan Stanley National Trust Services Advisory Council and is Morgan Stanley's first National Strategic Partner in Special Needs Planning.  Darryl serves as a Subject Matter Expert, and a Volunteer National Exam Question Writer and Reviewer for the CFP Board of Standards. 

Darryl graduated with a Bachelors of Science (Entrepreneurship) degree with Recognition from the University of Southern California's Marshall School of Business, advanced professional education from the American College of Financial Services, and Upasampada Ordination from the Theravada Buddhist Society of America (Buddhist Monk Certification). He lives in San Jose, CA with his wife and his two young children along with sixteen BBQ pits.