1050 SW 6th Ave., Suite 1100, Portland OR 97204
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Darrell R. Claridge, CFP®

Darrell’s distinguished career in financial services spans over 30 years, with a strong focus on wealth management, estate planning, and fiduciary services for U.S. Bank, Wells Fargo, Bank of America, and City National Bank. His unique background and experience means he has the ability to understand the challenging world of finance from multiple angles, making him an ideal partner for your fiduciary needs.

About Darrell

Throughout his career, Darrell has applied his expertise at renowned institutions including U.S. Bank, Wells Fargo, Bank of America, and City National Bank. In these roles, he specialized in providing tailored financial solutions for the banks’ most valued clients, leveraging his deep understanding of complex financial matters and fiduciary responsibilities.

Darrell’s also been actively involved in several professional organizations, including serving as the past President of the Tri-Valley Estate Planning Council and the Estate Planning Council of Diablo Valley. Currently, he’s a member of the Estate Planning Council of Portland, the National Guardianship Association, and the Guardian/Conservator Association of Oregon.

Darrell’s unique background and extensive experience equip him to approach the complex world of trust and estate administration from multiple perspectives, making him an excellent choice for your fiduciary needs. In addition to his financial expertise, he is unwavering in his fiduciary commitments, ensuring the estate and its beneficiaries are served with transparency and timely results.

In his personal time, Darrell enjoys cooking, sailing on San Francisco Bay, hiking in the Pacific Northwest and spending time with his wife, Lisa and their two children Emily and Charlie.

Client Testimonials

Bill and Loraine Simpson

Bill and Loraine Simpson

“We’ve worked with Darrell since 2018, and his expertise in wealth and estate planning, combined with his ability to explain complex ideas in a clear and thoughtful way, has been truly invaluable. What we appreciate most is his genuine care, his patience in walking us through every step, and his commitment to helping us make confident, well-informed decisions.”

Bill and Mijo Horwich

Bill and Mijo Horwich

“For over 12 years, we’ve relied on Darrell’s knowledgeable guidance and strong understanding of private wealth management, which has consistently brought us clarity and peace of mind. He’s not only a trusted advisor, but someone we can talk to about the bigger picture of life, family, and financial well-being.”

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