- Registered Principal
- Financial Planner
We deserve better. I believe the only way to bring about that change is to really connect with one another and in the world of smartphones, this is becoming a rare occurrence. I’m driven to evolve the financial planning industry into a world where clients have an advocate rather than a salesperson. Whether through my continued work as a leader of advisors, through teaching financial planning to the next generation, or through my collaboration with individual clients, I hope to continue to make an impact one person at a time. – Derrek Metz
My Areas of Focus Include:
- Coaching Elite Advisor Teams
- Training on Financial Planning
- Retirement Strategies
- Wealth Preservation
- Estate Strategies
- Recruiting and Advisor Development
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck