Derrick Avelar Email & Phone Number
Wealth Manager, Managing Partner at Bluepoint Wealth Management, Inc.
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Derrick Avelar Location
- Medina, MN, US
Derrick Avelar Work
- 2021 -now Wealth Manager, Managing Partner at Bluepoint Wealth Management, Inc. @ Bluepoint Wealth Management, Inc.
- 2017 -2021 Wealth Manager at Creative Planning, Inc. @
- 2005 -2017 Director of Wealth Management, Senior Financial Consultant @ Advanced Capital Group, Inc.
Derrick Avelar Education
- Minnesota State University, Mankato
Certified Financial Planner, CFP
2009-2010 - University of St. Thomas
Bachelor of Arts (B.A.) (Finance)
1999-2001 - Naval Education Training Center,Great Lakes, IL
Associate of Arts (A.A.) (Industrial Electronics Technology/Technician)
1992-1994 - University of St. Thomas
Bachelor of Arts (B.A.) (Accounting and Finance)
Derrick Avelar Summary
- Derrick Avelar, based in Medina, MN, US, is currently a Wealth Manager, Managing Partner at Bluepoint Wealth Management, Inc. at Bluepoint Wealth Management, Inc.. Derrick Avelar brings experience from previous roles at Creative Planning Inc. and Advanced Capital Group, Inc.. Derrick Avelar holds a 2009 - 2010 Certified Financial Planner, CFP @ Minnesota State University, Mankato. Derrick Avelar has 1 emails and 1 mobile phone numbers on RocketReach.
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