• Hannah Boundy, CFA®, CFP®

Sherwood Welcomes Yvonne Darby!

We're excited to welcome Yvonne Darby to our team as our new Associate planner. Yvonne will be working alongside us to assist in the financial planning process for new and existing clients. She is presently studying for both her series 65 license and the CFP® exam in the hopes of becoming an advisor down the road. Yvonne brings a unique set of talents and passions to the team and we're thrilled to have her onboard and serving our clients.


Yvonne was born and raised in San Diego, California before moving up the coast to study at Pepperdine University. She studied abroad in Lausanne, Switzerland and Shanghai, China and volunteered for short term missions in the Dominican Republic and Panama. Through this exposure of different cultures and walks of life she determined to live a life dedicated to the greater good, which shapes her approach to service in business today. Graduating Cum Laude with a Bachelor of Science in International Business and a minor in Marketing; she spent the first two years of her career working alongside film & television composers coordinating all aspects of their recording sessions. In 2015, she transitioned into the field of Social Media Marketing at an agency hired to create campaigns for all the major entertainment studios in Los Angeles. The greater part of her career was spent leading and working in Operations and Project Management for McBeard, later acquired by Fullscreen, where she partnered with executives to centralize and streamline methods of communication and collaboration to support the united goals of the organization. Yvonne and her husband Chandler have been clients of Hannah’s for several years and felt the firsthand impact and peace of having a financial planner in your corner for all of life’s transitions. Having already had a passion for meaningful personal finance and desiring to offer others the same clarity in their own lives, she was excited to join the firm when Hannah and Matt reached out looking to grow their team. She currently resides in Calabasas with her husband as they excitedly await the arrival of their first child. She enjoys traveling, exploring new restaurants and cuisines, and playing music.

“I believe everyone has a money story; it can drive both our goals and our fears. I find great satisfaction in creating clarity to alleviate financial stress and empowering people to create meaningful lives now and for the future.”

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2945 Townsgate Road Suite 200
Westlake Village, CA 91361

Email

info@sherwoodfp.com

Phone

805.870.5591

 

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