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Wrong Daralee Barbera?

Daralee S. Barbera

Managing Principal

Waddell & Reed Inc

HQ Phone:  (913) 236-2000

Direct Phone: (714) ***-**** ext. ***direct phone

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Waddell & Reed Inc

6300 Lamar Ave

Shawnee Mission, Kansas,66202

United States

Company Description

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and...more

Web References(43 Total References)


The TeamDivision 1109 : Daralee Barbera, CFP, CMFC, CLF, Managing Principal, Waddell & Reed, Inc.

www.daraleebarbera.wrfa.com [cached]

Daralee Barbera is a Managing Principal for Waddell & Reed in Costa Mesa, CA.
" /> Financial Advisor, Financial Advisors, Financial Planner, Financial Planners, The right financial planning company, Financial planning, a career, Orange County Financial Advisors, Southern California financial planners, Financial plan, mutual funds, insurance, investments, education savings, education funding, 529 accounts, coogan accounts, LTC, Long Term Care, Long Term Care Insurance, retirement, retirement plans, choice advisors, finance careers, estate planning, income tax planning, life insurance, financial well-being, financial help, financial health, Daralee Barbera, Orange County, Managers, Finance Careers, Waddell & Reed, Ivy, Management Daralee Barbera is a Managing Principal for Waddell & Reed in Costa Mesa, CA. Daralee S. Barbera Daralee S. Barbera


gamaweb.com

Vice President - Daralee S. Barbera, CFP CLF CMFC
Waddell & Reed


GAMA International

www.gamaweb.com [cached]

Daralee S. Barbera, CFP CLF CMFC
Secretary Waddell & Reed


GAMA : Speakers Bureau

www.gamaweb.com [cached]

Daralee Barbera
Daralee Barbera, MEd, DFP, CMFC, ChFC, CLF Appointed April 2017, Daralee Barbera is the Executive Vice President of Business Development of GAMA International. GAMA provides leadership development solutions globally for financial services leadership. With more than three decades of experience in the financial services profession, she joined Waddell and Reed in 1982 as a personal financial advisor, became a manager four years later, remaining in leadership as a Managing Principal until her early retirement from Waddell and Reed in 2016. Daralee served as 2014-2015 President of the GAMA International Board of Directors. She serves on The American College Board of Trustees, as well as on the Board of Advisors of the Northwestern Mutual Granum Center for Financial Security at The American College. She is Chairman Emeritus of the Orange County Chapter of the FPA (Financial Planning Association), which is formerly the IAFP (International Association of Financial Planning). She is also a member of NAIFA (National Association of Insurance and Financial Advisors), and WIFS (Women in Insurance and Financial Services). Daralee holds a bachelor's degree in mathematics (summa cum laude), as well as a master of arts in secondary education from California State University, Long Beach. She is presently a doctoral student in Leadership and Organizational Change at the University of Southern California. Daralee was awarded the "2013-2014 Woman of the Year" for WIFS (Women in Insurance and Financial Services). In 2013, she was also named by Life Health Pro as one of the "20 Women in Insurance You Need to Know." Daralee has been featured in the GAMA International Journal, GAMA's "Best Ideas" series, National Underwriter, Life Health Pro, Advisor Today, The Wall Street Journal, Business Wire, Yahoo Finance, MarketWatch, The Wealth Channel, World News, International Business Times, Orange County Register, The Buffalo News, California Broker, Financial Planning, Investment News, and KPPC and KNX Radio in Los Angeles. Daralee is a member of GAMA International's Speakers Bureau and is a frequently requested guest speaker for both domestic and international audiences. She has co-authored two books; Women Matter - The Why and How of Gender Diversity in Financial Services and What You Can Do...When You Can't - 21 Days to Personal Success. Both books were released in 2016 and are available now on Amazon and on GAMAweb.com. Daralee is a Los Angeles native and lives in Manhattan Beach, California. She can be contacted at dbarbera@gamaweb.com.


events.gamaweb.com

Daralee S. Barbera, ChFC CFP CLF CMFC : President
Daralee S. Barbera, ChFC CFP CLF CMFC President Waddell & Reed


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