D'Arcy Wealth Management, Inc.

CONNECT

Address:

387 Magnolia Avenue, Suite 103-523
Corona, CA 92879

Phone:

951-307-6347

Dempster Robert 'Bobby' Cherry

Dempster Robert 'Bobby' Cherry

President - Wealth Manager

Bobby Cherry founded the firm in 2016, although he has worked in the financial services industry for several years prior to forming D’Arcy Wealth Management Inc., as an insurance agent, an Investment advisor and as a registered representative; he noticed something critical in those early, formative years that would shape him and his vision for the financial services firm of today.

Specifically, the very wealthy have addressed their needs by establishing private firms to facilitate and function toward an appeal of their unique requirements.   Affluent individuals are provided access to uniquely exotic, customized solutions, specialized expertise and responsive service for the management of their investments.  Something far different than the ubiquitous wealth management model that exists for just about everyone else. 

He decided to build a centralized, management organization that would provide oversight for client’s investments needs but to also provide more than just the standard wealth management functions found in many other financial entities.   Believing that there shouldn’t be a monopoly of ideas, products, and services that aren’t also available to the less wealthy; he went about building a firm that delivers excellent flexibility for the clients it serves to pick among several different service bundles.  A concept of Lifestyle Investing that allows the clients to receive the diversification and professional management of their money as well as access to financial amenities that had been previously only provided to a specific group of sophisticated investors with high net worth.  Ultimately, that firm would provide the intimacy of a Family Office, the tactical and strategic efficiencies of a Hedge Fund and a client-intense, service renaissance that is essential for addressing the pivotal issues of navigating the complex world of wealth management.

Dempster holds several certifications: 

Series 7 - General Securities Registered Representative License

Series 65 - Uniform Investment Advisor Representative Law License

Series 63 - Uniform Securities Agent State Law License

Resident Insurance Producer Property & Casualty Broker-Agent

Multi-State Insurance Producer License for Life – Health – Accident – Variable Contracts

PPACA (Patient Protection and Affordable Care Act) - Certified Insurance Agent 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck