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Darek Koleda
Pine Valley Investments
Darek Koleda
Investment Advisor Representative

"Financial confidence comes from having a plan you understand and a team you trust."

About Darek

Darek joined Pine Valley Investments (PVI) in October 2022 as a Wealth Management Advisor. Darek brings over several years of experience as a financial professional and has an extensive background in Accounting, Taxation and Personal Financial Planning.

Darek earned his Bachelor of Science degree in Accounting from Temple University and holds the Chartered Financial Consultant designation (ChFC®) from the American College of Financial Services. Additionally, Darek is a federally licensed tax practitioner (EA) and a member of the National Association of Tax Professionals.

Darek utilizes his extensive tax and accounting background to help his clients better understand their current financial situation and assist them with achieving financial wellness. Darek takes a holistic approach to designing wealth management strategies that consider every aspect of his clients' financial health with a focus on tax efficiency, retirement planning, and estate planning. Darek strives to design the most tax-efficient wealth management strategy possible for his clients to preserve and grow their wealth.

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Darek typically responds within one business day. Whether you have a question, want to explore working together, or just want to connect — reach out.

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