About

A Few Words About Us

 

At Derby & Derby,

We work for our clients to help them take charge of their own financial future. We distill information overload to address specifics relevant to an individual's situation. As unique as each individual is, so are his/her financial challenges, concerns and visions of a secure financial future. As company President, Vicki Breen says, "What I have always liked about doing business in Ojai is the hands-on, personal approach I can take with my clients."
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our staff

  • Victoria L. Breen
    Click to view BrokerCheck. Victoria started Derby and Derby, Inc. with her mother Marjorie Derby in 1983. Vicki carries five securities licenses, in addition to Life and Long Term Care Insurance licenses. Vicki focuses on fully understanding her client’s financial concerns, challenges, hopes and dreams. More...
  • Margaret Marapao, CFP®
    Click to view BrokerCheck. Margaret joined the firm full-time on December 1, 2016. She is a Certified Financial Planner™ professional and a registered investment adviser representative. Before joining D&D Margaret was a department supervisor in client services for a California based investment management firm. More...
  • Donna M. Lloyd
    In 1987 Donna joined the company, bringing with her a strong insurance and administrative background. Donna was raised in Ojai and has her finger on the pulse of the community. Donna is Life and Long Term Care Insurance licensed and is a Notary Public. More...
  • Cindy Rodarte
    Cindy completes the all-woman team. As an Ojai local, she joined the firm in 1997 as receptionist and administrative assistant. Her office management background, experience with office equipment, attention to detail, and warm and friendly demeanor quickly secured her as an integral part of D&D. More...