Darrick Priester

Darrick Priester

Partner and Director of Risk Management, Cerity Partners

Darrick Priester is a partner in Cerity Partners’ Saratoga, NY office. He has experience across all aspects of personal and corporate benefit financial planning, with a focus on estate tax, retirement planning, and risk management. He also serves as Director of the Risk Management team, supporting the education and implementation of insurance and annuity strategies within comprehensive financial plans.

Prior to joining Cerity Partners, Darrick spent 18 years at Goldman Sachs, including three years as a full-scope financial planner and 15 years incorporating insurance-based wealth strategies into client portfolios. He earned a bachelor’s degree in applied mathematics with a minor in economics from the University of Vermont.

Website: ceritypartners.com | LinkedIn

Latest articles by Darrick Priester

Senior couple talking to financial advisor at home
Annuities Can Have Tax Side Effects: Here's the Antidote

If you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.