Daren Alcantar, CIMA®

Daren Alcantar, CIMA®

Financial Analyst

After spending seven years in the property and casualty insurance industry, Daren joined a registered investment advisor in 2008. At this firm he managed a team responsible for developing investment policies and the corresponding analysis for over three hundred qualified retirement plans. Using a variety of tools and third-party software such as Morningstar Direct and Zephyr Style Advisor, Daren ran in depth analysis and research on the investment vehicles that are offered in qualified retirement accounts. He has conducted extensive research in Asset Allocation, Portfolio Optimization and Modern Portfolio Theory. Daren has also developed relationships with many of the leading asset managers in the retirement industry. Daren also has a role in the development of Collective Investment Trusts and construction of provider lineups. Daren holds his Series 7 registration with LPL Financial and his Series 66 registration with both LPL Financial and Global Retirement Partners and has attained the Certified Investment Management Analyst® (CIMA®) designation offered through the Investment Management Consultants Association®.