As Williams Financial’s executive vice president and senior financial planner, Daryl Spirka enjoys working with clients preparing, monitoring, and updating personalized financial plans to meet their individual needs. After earning a Bachelor of Business Administration from the University of Vermont, Daryl became a CPA in the state of Vermont, where she has gained over 20 years of diverse tax experience with small businesses and individuals. In addition, Daryl has held the CERTIFIED FINANCIAL PLANNER™ professional designation for more than 15 years. She is an investment advisor representative registered with the states of Massachusetts, New York, Texas, and Vermont, and she holds the Serie
Daryl Spirka
Executive Vice President, Senior Financial Planner and Wealth Advisor
Williams Financial LLC
United States, New York, Albany
About Me
Profile Information
Executive Vice President, Senior Financial Planner and Wealth Advisor
Williams Financial LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Albany
New York
United States
Aug 20, 2024
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