Darlene Pedrosa, CFP®
Bringing calm, clarity & courage to challenging financial transitions.
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Serving Clients Nationwide
Bringing calm, clarity & courage to challenging financial transitions.
Areas of Focus
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Insurance
- Investment Management
- Loss of Spouse or Partner
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Taxes
- Withdrawal Sequencing
- Women & Wealth
About Darlene Pedrosa, CFP®
Losing a spouse or a parent changes everything including the financial decisions that suddenly land in your lap.I'm Darlene Pedrosa, a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience serving clients in the Hudson Valley and nationwide. I built my practice around one specific truth: the moments that feel the most financially overwhelming are usually the moments when the right guidance matters most.
That's why I specialize in working with two groups of people who don't always know where to turn:
Widows who find themselves managing finances they've never handled alone — often for the first time, often while grieving, and often with well-meaning family and friends offering conflicting advice.
Adult children who have just lost a parent and are suddenly responsible for an inheritance, an estate, or both without a roadmap for what to do first, what can wait, and what mistakes to avoid.
In both cases, my job is the same: slow down, get clarity, and create a coordinated plan before any major decisions are made.
Community matters deeply to me — and that shows up in how I work with clients too.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
- CFP Board
Primary Location
187 East Market Street Suite 206, Rhinebeck, NY 12572
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Pedrosa Wealth Management
What makes my approach differentMost people in transition already have an estate attorney, a CPA, and possibly an insurance agent. The problem is those professionals are each seeing one piece of the picture. I gather what each advisor has done, map the gaps, and create one coordinated financial plan so nothing falls through the cracks and your team is working in harmony.
I also believe in taking the time to truly understand your situation before offering any recommendations. There's no one-size-fits-all plan here. Whether you've inherited $50,000 or $2 million, whether you're 45 or 75, whether you have advisors in place or you're starting from scratch we begin with what's real for you.
What clients can expect working with me
From our very first conversation, I aim to make a complex process feel manageable. We'll start by organizing what you have, identifying any urgent decisions that need attention, and separating those from the ones that can wait. From there, I'll build a comprehensive financial plan that accounts for your income, your goals, your estate documents, and your tax situation — all reviewed together, not in silos.
I work with clients throughout the Hudson Valley as well as nationwide and I'm affiliated with LPL Financial.
If you've recently lost a spouse or a parent and aren't sure where to start financially, I'd love to talk. The first conversation is always free, and it starts with listening.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Education
Advanced Planning Certificate from Bryant University. Bachelor of Science degrees in Finance and International Business from SUNY New Paltz
Volunteer Experience
I participated in two service projects in El Salvador for an orphanage. We helped several churches and schools as well as the orphanage by running programs with the kids and doing building maintenance. I co-chair the End Hunger Initiative though my local Rotary club to help bring awareness, organize food drives, and raise funds for the food insecure. I also provide free educational workshops at the local library. I volunteer for the local hospital’s breast cancer fundraising month to raise money for their breast cancer center and survivor support programs. I volunteer as a community audit committee member at Ulster County Boces.
Hobbies and Interests
- Beach
- Church
- Cooking
- Entertaining
- Family
- Gardening
- Reading
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Content Creators
- Corporate Executives
- Couples
- Divorce
- Families
- Individuals
- Intergenerational Families
- Living in Retirement
- Single Women
- Widow
- Women in Transition
- Women’s Finance
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