Derek Finley Email & Phone Number
Owner and Financial Advisor @ Open Door Financial Advisors
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Derek Finley Location
- Lubbock, TX, US
Derek Finley Work
- 2021 -now Owner and Financial Advisor @
- 2016 -2019 Assistant Vice President and Wealth Strategist @ Kanaly Trust
- 2007 -2016 Financial Planning Manager @
Derek Finley Education
- Texas Tech University
Bachelor of Science - Cum Laude (Personal Financial Planning)
2004-2007
Derek Finley Skills
- Retirement Planning
- Wealth Management
- Estate Planning
- Budgeting
- Investment Management
- Asset Management
- Asset Allocation
- Risk Management
- Life Insurance
- Disability Insurance
- College Savings Plans
- College Education Planning
- Long Term Care Insurance
- Financial Planning
- Investments
Derek Finley Summary
- Derek Finley, based in Lubbock, TX, US, is currently a Owner and Financial Advisor at Open Door Financial Advisors. Derek Finley brings experience from previous roles at Kanaly Trust and WJ Interests, LLC. Derek Finley holds a 2004 - 2007 Bachelor of Science - Cum Laude in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Retirement Planning, Wealth Management, Estate Planning, Budgeting, Investment Management and more. Derek Finley has 2 emails and 2 mobile phone numbers on RocketReach.
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