Jack Derby Email & Phone Number
President
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Jack Derby Location
- Denver, CO, US
Jack Derby Work
- 1995 -now President @ Derby Financial Group, Inc.
Jack Derby Education
- The University of Georgia-Terry College of Business
(Bachelor's of Business Administration, Major in Accounting, Additional Focus on Finance & Banking)
1986-1991 - CFA Institute
(Chartered Financial Analyst (CFA®))
- Certified Financial Planner Board of Standards
(CERTIFIED FINANCIAL PLANNER®)
- Center for Fiduciary Studies
Accredited Investment Fiduciary® (AIF®)
- Market Technician's Association
Chartered Market Technician® (Level 3 Candidate)
- National Association of Insurance & Financial Advisors
(LUTC Fellow (LUTCF®))
- The American College, Bryn Mawr, PA
(CLU® & ChFC®)
Jack Derby Skills
- Wealth Management
- Portfolio Optimization
- Retirement Scenario Analysis
- 401(k) Plan Design
- Tax Strategies
- Biz Owner Exit Planning
- Financial Planning
- Investment Advisory Services
- Wealth Protection
- 401k Rollovers
- Charitable Strategies
- Estate Planning
- Exit Strategies
- Retirement Analysis
- Business Valuation
- Sale Due Diligence
- Business Value Drivers
Jack Derby Summary
- Jack Derby, based in Denver, CO, US, is currently a President at Derby Financial Group, Inc.. Jack Derby holds a 1986 - 1991 The University of Georgia-Terry College of Business. With a robust skill set that includes Wealth Management, Portfolio Optimization, Retirement Scenario Analysis, 401(k) Plan Design, Tax Strategies and more. Jack Derby has 1 emails and 1 mobile phone numbers on RocketReach.
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