Daryl J. LePage, CFP®
Partner, CERTIFIED FINANCIAL PLANNER®
Daryl brings to the firm a passion for research, a dedication to rigorous analysis and a deep commitment to putting his clients’ needs, values and goals before everything else.
Daryl graduated from Central Connecticut State University with a Bachelor of Science degree in Accounting in 1985 and began working in the financial services industry as a tax accountant with one of the largest accounting firms in the country. His primary focus was on tax planning and preparation as well as significant research on client tax issues. Pursuing his interest in quantitative research, he went to The Hartford as a research analyst before beginning his own financial planning business in 1992. The business has evolved and is known today as Brook Wealth Management, LLC.
Daryl is the LPL Branch Manager of the firm and deals with many clients located throughout the country. He is a CFP® and holds Series 6, 7, 66 and 24 (General Securities Principal) registrations with LPL Financial as well as insurance and annuity licenses. Daryl is registered as an Investment Advisor Representative (IAR) with LPL Financial and maintains dual registration in Connecticut and New York with Brook Wealth Management. This allows for more flexibility when dealing with local clients, business owners and nonprofit organizations.
Daryl is a lifelong resident of Connecticut and resides in Simsbury with his wife, Tami, and their son, Zachary.