Derek joined the Frank Financial Consulting Group of Wells Fargo Advisors as a Financial Consultant in June 2011. Now a First Vice President - Investment Officer, Derek designs financial projections for individuals approaching retirement and implements income strategies for those already retired. He provides the highest level of quality service by assessing financial goals, managing investment portfolios, and offering ongoing investment advice. Derek has been recognized by Forbes in its 2019 Best-in-State Next Gen-Wealth Advisors ranking.*
Derek has earned the certification of CERTIFIED FINANCIAL PLANNER™ professional (CFP®) as authorized by the Certified Financial Planner Board of Standards (CFP Board). The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and who have passed the 10-hour CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Derek graduated with a Bachelor of Arts degree in Sociology from Princeton University in 2008 where he also played football. He is active in the community through his participation in Wells Fargo sponsored community service initiatives. He and his wife Alison live in Newton, MA with their three children.
* The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
CA Insurance License #0H53372. Resident State MA