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תוכן מסופק על ידי Bret Schanzenbach. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Bret Schanzenbach או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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Flight Path to Finance: Darcy's Journey

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Manage episode 419326864 series 2952406
תוכן מסופק על ידי Bret Schanzenbach. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Bret Schanzenbach או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Are you ready to dive into a story of service, transition, and financial wisdom? In episode 115 of "Carlsbad: People, Purpose, and Impact," we have the pleasure of sitting down with the remarkable Darcy Wolfe, a certified financial planner at Edward Jones and a dedicated board member of the Carlsbad Chamber of Commerce.

From her early days in the Northwest to attending the U.S. Naval Academy with dreams of soaring the skies, Darcy's journey took an unexpected turn when her vision impeded her flight path. But did that stop her? Not a chance! Tune in to discover how she navigated the winds of change, transitioning from active duty to the Civil Engineer Corps, then to the reserves, and finally to the world of financial planning.

Ever wondered what it's like to shift gears from military service to civilian life while juggling family and a new career? Darcy shares her candid experience and how a colleague led her to her passion for financial planning. She also reveals why Edward Jones was the perfect fit for her, with its stellar culture and community-first approach.

But Darcy's story isn't just about numbers and investments; it's about heart and home. Get to know the woman who balances her professional life with community service, from Rotary to the Assistance League, and cherishes family time golfing, skiing, or relaxing at Big Bear Lake.

And if Darcy's financial savvy has piqued your interest, a simple Google search for "Darcy Wolfe Edward Jones." Don't miss this episode of "Carlsbad: People, Purpose, and Impact," where personal stories inspire, and life lessons abound.

Darcy Wolfe's Bio:
I graduated from the U.S. Naval Academy in 1992 with a degree in mechanical engineering. Thought I aspired to be a fighter pilot, my eyes weren't up to the task and I was commissioned in the US Navy Civil Engineer Corps. After six years on active duty, I transitioned to a consulting career with Accenture and remained in the U.S. Navy Reserves until I retired in 2017, achieving the rank of Captain.

In 2014, I became a financial advisor at Edward Jones, where I knew that mutual trust and personal relationships were held dear. I'm proud to serve individuals, families and businesses in our community as a Certified Financial Planner.

Having resided in nearly a dozen states and countries, my husband and I have made our home in Vista, CA. Active in our community, I'm a proud member of the Executive Board for the Carlsbad Chamber of Commerce, Vista Rotary Foundation and Milestone House.

I like to golf (if you can call it that), ski and spend time with my family. We cherish weekends in the mountains and evenings on the front porch with friends.

Connect with Darcy:
Website: EdwardJones.com
Facebook
LinkedIn


Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

  continue reading

137 פרקים

Artwork
iconשתפו
 
Manage episode 419326864 series 2952406
תוכן מסופק על ידי Bret Schanzenbach. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Bret Schanzenbach או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Are you ready to dive into a story of service, transition, and financial wisdom? In episode 115 of "Carlsbad: People, Purpose, and Impact," we have the pleasure of sitting down with the remarkable Darcy Wolfe, a certified financial planner at Edward Jones and a dedicated board member of the Carlsbad Chamber of Commerce.

From her early days in the Northwest to attending the U.S. Naval Academy with dreams of soaring the skies, Darcy's journey took an unexpected turn when her vision impeded her flight path. But did that stop her? Not a chance! Tune in to discover how she navigated the winds of change, transitioning from active duty to the Civil Engineer Corps, then to the reserves, and finally to the world of financial planning.

Ever wondered what it's like to shift gears from military service to civilian life while juggling family and a new career? Darcy shares her candid experience and how a colleague led her to her passion for financial planning. She also reveals why Edward Jones was the perfect fit for her, with its stellar culture and community-first approach.

But Darcy's story isn't just about numbers and investments; it's about heart and home. Get to know the woman who balances her professional life with community service, from Rotary to the Assistance League, and cherishes family time golfing, skiing, or relaxing at Big Bear Lake.

And if Darcy's financial savvy has piqued your interest, a simple Google search for "Darcy Wolfe Edward Jones." Don't miss this episode of "Carlsbad: People, Purpose, and Impact," where personal stories inspire, and life lessons abound.

Darcy Wolfe's Bio:
I graduated from the U.S. Naval Academy in 1992 with a degree in mechanical engineering. Thought I aspired to be a fighter pilot, my eyes weren't up to the task and I was commissioned in the US Navy Civil Engineer Corps. After six years on active duty, I transitioned to a consulting career with Accenture and remained in the U.S. Navy Reserves until I retired in 2017, achieving the rank of Captain.

In 2014, I became a financial advisor at Edward Jones, where I knew that mutual trust and personal relationships were held dear. I'm proud to serve individuals, families and businesses in our community as a Certified Financial Planner.

Having resided in nearly a dozen states and countries, my husband and I have made our home in Vista, CA. Active in our community, I'm a proud member of the Executive Board for the Carlsbad Chamber of Commerce, Vista Rotary Foundation and Milestone House.

I like to golf (if you can call it that), ski and spend time with my family. We cherish weekends in the mountains and evenings on the front porch with friends.

Connect with Darcy:
Website: EdwardJones.com
Facebook
LinkedIn


Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

  continue reading

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