Contact Information
1419 J Street Modesto, CA 95354
Phone: 512-717-0160
Background
Kalen Darling provides financial planning and investment management for clients as a Senior Wealth Advisor, helping them make informed financial and life decisions through comprehensive wealth advice. His goal at HUB is to deliver holistic wealth management solutions while building meaningful, long-term relationships with clients.
Before joining HUB Investment Partners, Kalen served at a Registered Investment Advisor (RIA), where he gained valuable experience as both a portfolio manager and advisor. He holds a B.A. in Journalism and Mass Communication from Whitworth University and an MBA from California State University, Monterey Bay.
Outside of work, Kalen enjoys participating in endurance sports, including swimming, cycling, and running races. He also loves spending time with his family and caring for plants and animals, finding fulfillment in both personal connections and nurturing his environment.
Areas of Focus
- Wealth Management
- Financial Planning
- Tax Planning and Optimization
- Estate Planning and Wealth Transfer
- Investment Management
- Risk Management
Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor f/k/a TCG Advisors LLC. Insurance Services offered through HUB International. HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. HUB FinPath and Tax Services are offered through RPW Solutions. Cypher is offered through Cypher Security, LLC. Consulting Services are offered through TCG Consulting Services, LLC. TeleWealth virtual meetings are offered through TCG Advisors. TCG Advisors, TCG Administrators, HUB FinPath, RPW Solutions, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International and are affiliates of TCG Advisors. Legal and Tax advice may be provided by Hessler Legal, an unaffiliated law firm. Certain of TCG Advisors’ investment advisory representatives may also be affiliated with Hessler Legal. TCG Advisors does not receive compensation from Hessler Legal for referrals.
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services, and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International.