Since proudly graduating from the University of California, Berkeley in 2007 with a bachelor’s degree in Economics, Derek has amassed a well-rounded resume of wealth management professional duties, including:

• Financial Advisor – Providing personal financial counsel to individuals and couples regarding investments, financial planning, insurance, estate planning, and tax planning.
• Portfolio Manager – Building diversified and long-term focused investment portfolios using active asset management strategies.
• Tax Preparer – Maintaining awareness of regular tax legislation updates to best leverage tax saving strategies and help individuals and businesses keep their resources best working for them.
• Chief Compliance Officer – Working with a management team to instill a culture of compliance with industry rules and regulations, nurturing an environment where employees and associates understand the value of honesty and integrity and involving outside experts to ensure compliance is attained.
• CEO & Founder – Fostering a client-centered and full wealth management experience to give back time, offer experience, and relieve stress that comes with financial decisions.

This Wealth Advisor skill base helps promote a 360-degree view of value creation for clients’ wealth management needs.

Derek also serves as the Past President for CFA Society Orange County (CFAOC), an organization that advocates for continuing education and ethical practices for professional excellence in the growing Orange County investment community. 

Outside of finance, Derek enjoys capturing moments in time with photography, strolling through local botanical gardens with his wife, and pursuing domestic and international travel adventures.