
Darci Zaunmiller, CFP®, CDFA
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Darci
Bio
Hi, I'm Darci! After earning my CERTIFIED FINANCIAL PLANNER® designation and spending 15 years at a large investment firm, I realized how important it is for everyone to have access to personalized financial guidance. I'm passionate about helping people take control of their finances and feel confident in their decisions. My approach is calm, collaborative, and judgment-free. Good financial planning is about more than numbers — it's about aligning your money with your values and the life you want to live.
I Can Help You With
I Enjoy Working With
Personal Stuff
When I’m not working, you’ll usually find me hiking most recently with my cat! Travel is my happy place, from hiking the Inca Trail in Peru to exploring Ireland, Thailand, and Angkor Wat in Cambodia. I’m a slow-travel enthusiast and serious trip planner, future travel agent maybe. I have a 16-year-old daughter who could not care less about finances. Dancing is my true passion, in another life I'm pretty sure I would have been a professional ballroom dancer!
Education & Designations
Experience
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Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.