Derek Wilson

Derek Wilson has been a dedicated independent Financial Advisor in the local community since 2009. Employing a consultative approach and adhering to high standards of integrity, Derek prioritizes his clients’ needs and serves as a valued resource in helping individuals pursue their most significant financial objectives. His commitment to putting clients’ interests first underscores his dedication to providing personalized and effective financial guidance.

Derek holds a degree from the University of California, Davis, and has earned the Retirement Income Certified Professional® (RICP®) and Certification for Long-Term Care (CLTC®) designations, further reflecting his commitment to providing knowledgeable and comprehensive financial guidance.