Financial Advisor in San Ramon, CA
Derek is a comprehensive, fee-only financial planner who has been working in the investment and financial services industries for over 12 years. Having come from a long-line of small business owners he has a passion for helping individuals identify opportunities to save money and accumulate assets over the long term. His primary areas of expertise include high level retirement planning (e.g. cash flow and scenario analysis to help determine the optimal retirement timing; pension and IRA evaluations, 401(k) rollovers, corporate benefit analysis etc.), tax planning (including real estate), investment planning, and estate planning strategies.
Having worked through the great recession Derek witnessed firsthand the risks associated with investing, and the importance of developing a thorough financial plan coupled with a disciplined investment strategy. He enjoys listening and understanding each client’s unique situation; and has found that through in-depth financial planning there are almost always opportunities to help individuals simplify their lives, decrease risk, and increase their chances of a successful future.
Derek grew up in New England and graduated from Stonehill College with a bachelor’s degree in Business Administration, with a Finance concentration. He later graduated with an Executive Certificate in Financial Planning from Santa Clara University. He has previously passed his Series 7, 63, and 65 registrations.
Derek was a three-sport athlete in college – competing in soccer, golf and track & field. He was fortunate to be honored as a three time All-American, once as an NCAA Track & Field athlete, and achieving the status twice as a high school soccer player and captain. Derek currently resides in Danville with his wife Anne and three young children. He enjoys all types of fitness, including watching and participating in most sports. He also loves travelling, the movies, music, playing chess and getting together with family and friends. He continues to give charitably to his community and for many years has been sponsoring impoverished children and orphans around the world.
Insight Wealth Strategies, LLC
We are a team of fiduciaries – we serve you and your best interest; by understanding your unique objectives and concerns, we help you achieve your financial goals. Our planners will analyze your particular situation and offer recommendations that best suit you. We will also help you implement your financial plan and periodically review it as circumstances or goals change. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect, and transfer wealth.
Since 2002, Insight Wealth Strategies has gained invaluable experience and fine-tuned our technique. Our financial planning process provides comprehensive cross-disciplinary advice, precise execution and high quality personalized service.
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