Darling J Lie Nielsen, CLTC®

Financial Advisor

  • Mobile 305-776-9826
  • Office 305-375-7696
  • Fax 305-768-3903

"'Pay Yourself First' and Other Family Money Values"

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"Who's Who Women of Influence"

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"Latina with a Mission"

Darling was featured in Latino Leaders Magazine April 2014 edition discussing her grit, passion, purpose, and dedication to her family, clients, and career.

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"The Journey from Financial Angst to Confidence"

Check out Darling's article in the July/August 2017 edition of Hispanic Executive magazine.

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"Top 20 Professionals Under Forty"

Darling was featured in Brickel Magazine's feature of the "Top 20 Professionals Under Forty".

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My Mission

As an accomplished and seasoned Financial Advisor, I always strive to develop enduring relationships with each of my clients. By listening and then evaluating their financial goals, I can provide clients with a financial plan using innovative solutions, coupled with quality financial services and internationally-recognized investment products where there is confidence that financial security and financial wellness is no longer a thought or notion, but a reality.

My mission is to strive to be the parent whose child gets stopped by a client who says, “Because of your mother’s persistency, dedication, guidance and caring manner, I am now retired and financially secure.”


Life never stands still. It’s always changing and presenting new opportunities and challenges. That’s why your financial security plan has to be flexible. As life changes, so do your circumstances, needs, and goals. My professional commitment is to know my clients and their families well. It’s important for me to understand not just the state of their finances, but also their personal goals and preferences. Working together, we are able to identify short-term goals and design a solid financial plan for the future.

Build a Foundation for LIFE. Who’s helping you? Let it be me.

Darling is a Northwestern Mutual certified speaker of the Spanish language and as such is able to translate during the application process for her Spanish speaking clients.

Yo hablo español.

4 Ways Having a Financial Plan Helps Improve Your Wellness

The latest Planning and Progress Survey shows just how much your finances are tied to overall wellness. Read more here.

Why Now May Be a Good Time to Consider a Roth Conversion

A Roth conversion can be a silver lining of a market decline. Read more here.

Smart Money Moves for Rising Interest Rates

This could be a great time to assess your personal finances. Read more here.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.