About | Intrepid Wealth Partners
Your Virtual CERTIFIED FINANCIAL PLANNER®
Our objective is simple; to help our clients realize their hopes, dreams & goals through the leverage of financial planning.
With information at our fingertips, people simply don't have to settle for not getting the right advice. Your financial advisor should be 100% focused on you & your priorities. As a Certified Financial Planner® I have the fiduciary responsibility to always place my clients' interests ahead of my own. We deliver sophisticated portfolio management, insurance solutions, personal relationships, and holistic financial planning.
Derek is known as the trusted CFP® For Entrepreneurs, Founders, Business Owners, Startups and Their Families. Helping them from startup through exit.
Please use our website to familiarize yourself with Intrepid Wealth Partners:
Founder & CEO