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This profile was last updated on 10/15/14  and contains information from public web pages and contributions from the ZoomInfo community.

Daralee S. Barbera

Wrong Daralee S. Barbera?

Managing Principal

Local Address: Costa Mesa, Canada
Waddell & Reed Inc
6300 Lamar AvenueP O Box 29217
Shawnee Mission, Kansas 66202
United States

Company Description: Waddell & Reed Financial, Inc. conducts business through its subsidiaries, and primarily provides investment management, investment product underwriting and...   more
Background

Employment History

  • President Elect
    GAMA International
  • Financial Advisor, Financial Planner, Financial Planners
    Financial planning
  • Financial Planner, Financial Planners
    The Right Company

Board Memberships and Affiliations

Education

  • Master of Arts , Secondary Education
    California State University , Long Beach
  • Bachelor's Degree , Mathematics
    California State University , Long Beach
33 Total References
Web References
Important Qualities : Daralee Barbera, CFP, CMFC, CLF, Managing Principal, Waddell & Reed, Inc.
www.daraleebarbera.wrfa.com, 15 Oct 2014 [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
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Daralee S. Barbera
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Daralee S. Barbera
Daralee S. Barbera, CLF CFP CMFC | GAMA International
gamaweb.com, 24 Feb 2014 [cached]
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.
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Daralee S. Barbera, CLF CFP CMFC
The TeamDivision 1109 : Daralee Barbera, CFP, CMFC, CLF, Managing Principal, Waddell & Reed, Inc.
www.daraleebarbera.wrfa.com, 3 Feb 2014 [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
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Daralee S. Barbera
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If interested in joining our team, please contact Daralee Barbera at the Costa Mesa Office to schedule an interview.
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About Us
Daralee S. Barbera
Daralee Barbera is a ...
www.daraleebarbera.wrfa.com, 3 Feb 2014 [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
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Daralee S. Barbera
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Daralee S. Barbera, CFP, CMFC, CLF
Daralee S. Barbera joined Waddell & Reed in 1982. A native to Los Angeles, she is the Managing Principal for Waddell & Reed, supervising over forty six financial advisors in eight branch offices based out of Costa Mesa, CA office. She is pictured above with Steve Anderson (National Sales Manager & Executive Vice President), Thomas Butch (President), and Brad Hofmeister (Associate Executive National Sales Manager) with her awards for fiscal year 2009.
She has received the Diamond GAMA International Management Award for Financial Planning, given by GAMA International based on the dollar value of production in a single year.1 Waddell & Reed awards include seven-time Platinum member of Chairman's Cabinet, a four-time member of the Leadership Council and past Chair, the recipient of Waddell & Reed's Crystal Plate Award and 'The Seven C's Award'. She has qualified for Circle of Champions 26 times and Crest 16 times.2
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Daralee is President Elect of GAMA International. She was Chairperson of the LAMP 2013 Conference in San Diego, and has been a main platform speaker and afternoon speaker. She has been featured in the Orange County Register, GAMA International Journal, GAMA's 'Best Ideas' series, National Underwriter, Advisor Today, The Wall Street Journal, Business Wire, Yahoo Finance, Market Watch, The Wealth Channel, World News, International Business Times, The Buffalo News, California Broker, and KPPC and KNX radio in Los Angeles.
In 2013, Daralee was honored to be named "2013 Woman of the Year" for WIFS.3 She was also listed by Life Health Pro as one of the "20 Women in Insurance You Need To Know."4
In 2014, Daralee has been appointed to the Board of Advisors of The Northwestern Mutual Granum Center for Financial Security at the American College.
Daralee S. Barbera is Chairman Emeritus of the Orange County Chapter of the FPA. She is also a member of NAIFA, Woman in Film (Executive member), Filmmakers Alliance, WIFS (Women In Insurance and Financial Services) and The South Coast Metro Alliance.
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. Daralee is also a proud mother and wife. She lives with her family, overlooking the ocean, in Manhattan Beach, California.
Daralee Barbera can be contacted at 714.437.7510 ext. 101, dbarbera@wradvisors.com, or 695 Town Center Drive, Suite 200, Costa Mesa, CA 92626.
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For more specific details on the awards or any information referenced herein contact Daralee Barbera.
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Daralee S. Barbera
Daralee Barbera, CFP, CMFC, CLF, Managing Principal, Waddell & Reed, Inc.
www.daraleebarbera.wrfa.com, 3 Feb 2014 [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
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Daralee S. Barbera
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Daralee Barbera, CFP, CMFC, CLF, Managing Principal, Waddell & Reed, Inc.
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Daralee S. Barbera
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