Edward Jones-Financial Advisor: Darion Haggerty

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Edward Jones-Financial Advisor: Darion Haggerty With certifications including CRPC™ and CEPA®, I have the skills to guide clients through complex financial situations.

As a CERTIFIED FINANCIAL PLANNER® professional, I’m dedicated to helping clients make clear, informed financial decisions that align with their unique goals and values. Whether you’re preparing for retirement, managing a business transition, or building long-term wealth, I work closely with you to develop a strategy that supports your financial future. At the heart of my approach is a focus on listening, understanding, and building strong, long-term relationships based on trust. I enjoy working with individuals at all stages of their financial journey — from those who are well-established to younger professionals just beginning to build wealth. Outside the office, my life is centered around family. My wife, Amber, and our 6-year-old son bring joy and perspective to everything I do. We love hiking, fishing, and making the most of our time together, and these experiences remind me daily of the importance of planning for the future and prioritizing what matters most. My office is conveniently located just off the I-15 freeway in Escondido, near the Escondido Country Club and Westfield North County Mall, making it easy to find and access. I offer flexible meeting options, including in-person, virtual, and phone consultations, to fit your schedule. If you’re looking for a financial partner who blends trust, and a personal approach — always acting in your best interest — I’d be honored to connect. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and ...
10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

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Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4iJvd8f


A summary of last week's market highlights and economic news.

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and c...
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Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
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Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4dHxqzi

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
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Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
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A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
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This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4ihecTz

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
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Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
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Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4dnNg1M

Address

700 La Terraza Boulevard Ste 130
Temecula, CA
92025

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+19516958844

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