Daralee S. Barbera, CLF CFP CMFC

Daralee S. Barbera, CLF CFP CMFC

Daralee S. Barbera joined Waddell and Reed in 1982. A native to Los Angeles, she is Managing Principal, supervising forty seven financial advisors in eleven branch offices based out of Costa Mesa, CA.

She has received the GAMA Platinum and Gold International Management award for Financial Planning which are given by GAMA based on dollar value of production in a single year.

Waddell and Reed awards include five time Platinum member of Chairman’s Cabinet, a four time member of the Leadership Council and past Chair, the recipient of Waddell and Reed’s Crystal Plate Award and The 7 C’s Award. She has qualified for Circle of Champions 23 times and Crest 14 times. Her current leadership awards for 2009 are Gold for Financial Planning Service, Gold for New Clients, Gold for Investment Advisory, Silver for Investment Volume and Silver for Variable Annuity. These awards are presented annually by Waddell & Reed based on an analysis of investment, insurance and financial planning sales generated by the division she oversees.

Daralee is a member of GAMA International, serves on the Board of Directors and was a main platform speaker at the 2007 LAMP in Toronto. She has spoken as a LAMP afternoon speaker twice, has been published in the Orange County Register, GAMA International Journal, is a four time contributor to GAMA’s Best Ideas series, and was featured in National Underwriter and NAIFA’s Advisor Today. During our recent economic downturn, Daralee was honored to be one of the first financial professionals featured on KNX radio in Los Angeles.

Daralee holds a Bachelor’s Degree in Mathematics (Summa Cum Laude) as well as a Master of Arts in Secondary Education form California State University, Long Beach.

Daralee S. Barbera is Chairman Emeritus of the Orange County Chapter of the FPA, and is a former member on the national FPA Chapter Advisory Council. She is also a member of NAIFA, FIND (Film Independent), Woman in Film (Executive member), Filmmakers Alliance), WIFS (Women In Insurance and Financial Services) and The South Coast Metro Alliance.

Daralee Barbera lives in Manhattan Beach, Calif., and can be contacted at [email protected], 714-437-751 x101, 695 Town Center Drive Suite 200, Costa Mesa, CA 92626, or visit her website at www.daraleebarbera.wrfa.com.

About this Speaker

Daralee S. Barbera, CLF CFP CMFC
Waddell and Reed, Inc.
Costa Mesa, CA

Expertise
Business Strategy & Growth
Diversity
Frontline Leader Development
Leadership & Culture
Performance Coaching & Mentoring
 Producer Development
Recruiting & Selection
Retention
Sales & Marketing
Supervision & Accountability

  • Achievements
  • International Management Award
    (Platinum, Gold, Silver)
  • GAMA International Board of Directors Chair, Professional Develoment Committee

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