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portrait of Darrel K Lavilla
FINANCIAL ADVISOR

Darrel K Lavilla

AAMS™
755 Baywood Dr Suite 370, Petaluma, CA 94954opens in a new window
Referrals Only
Serving clients with $250,000
CallSend Me a Message

About Darrel

In 2005, I began my career at Edward Jones as a financial advisor. It's been an amazing journey and I have always been about family and community. My Senior Branch Administrator, Kimberly, joined the practice in 2017. Both of our respective families have been lifelong residents of Petaluma and Sonoma County.

When you engage with our branch team, we work together to create goals, processes and strategies. Whether it be for living in or planning for retirement, estate considerations, college education, caring for ageing parents or all of the above, we develop an understanding of what's unique and important to...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • College Savings

Work History

  • Edward JonesJanuary 2005 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Sonoma State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Personal Fitness
  • Health & Nutrition
  • Photography

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(707) 763-1851

Fax

(877) 405-1372

Office Address

755 Baywood Dr Suite 370
Petaluma, CA 94954opens in a new window

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