Meet Darlene
Founder of Hartmann CFO, LLC
As a seasoned Certified Public Accountant (CPA) and Personal CFO, I specialize in financial management, project management, and comprehensive client advisory services. I launched my career at PricewaterhouseCoopers LLP ("PwC") as an auditor, working on several of the firm’s largest clients right out of college. I then worked for Harbert Management Corporation ("HMC"), a family office operating as an investment management company. I was fortunate to contribute to the growth of the family office from $600 million to $3 billion in managed assets and to experience the diverse challenges faced by a family office in establishing their lasting legacy across generations.
I hold an active CPA license in Alabama, with reciprocity in Colorado, and I am licensed as a life and health insurance agent in several states.
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Experience
While at PwC, I developed a knack for unveiling hidden financial discrepancies within complex statements. Transitioning to HMC, I mastered my skills in investment management for private funds, overseeing investor allocations and reporting while also calculating performance for funds and the company, ensuring industry compliance.
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Continuing my journey, I refined skills in creating complex financial models for real estate investment funds and addressing diverse client financial advisory needs, from accounting to insurance. Seamlessly merging roles as a personal CFO and auditor, I've fortified my resources to better serve clients.
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The turning point came when I recognized the impact of providing comprehensive, flat-fee financial plans covering all aspects of clients' financial lives. My keen eye for detail, problem-solving prowess, dedication to thorough analysis, and commitment to client advocacy converged into a passion for offering Personal CFO services.
PERSONAL CFO SERVICES
As a Personal CFO, I navigate the financial intricacies for family offices, with a focus on highly leveraged entrepreneurs and real estate investors, offering holistic strategic insights into their wealth. This approach ensures expert financial advice and a comprehensive understanding of how the wealth of their family office aligns with their goals.
Specializing in tailored financial solutions, I implement a comprehensive strategy covering asset protection, cash flow management, financial and performance reporting, tax strategies, risk management, and legacy and philanthropic planning. Collaborating seamlessly with the family office's strategic partners, I provide accurate and timely information, empowering well-informed financial decisions.
With expertise honed through extensive experience in financial and project management with family offices, I excel in both traditional financial management and guiding clients toward a clearer vision of their financial future. Assuming responsibility for personal finances, I strategically align family offices' businesses, real estate holdings, and entities with their financial goals, prioritizing valuable advice alongside essential financial tasks. This comprehensive approach offers family offices peace of mind, financial security, and a clear path to growing and preserving wealth for future generations.
CLIENTS WE SERVE
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