Derek Herzer

“The best way to predict your future is to create it.” – Abraham Lincoln 

 

Derek Herzer has been serving his community and clients in diverse capacities since graduating. With over 15 years of experience, his career has centered on one core mission: helping and educating others. Derek started out as a high school math teacher in the New York education system and later assisted thousands of Americans with their Medicare decisions and Health & Life insurance needs, serving as a managing partner of a large national insurance brokerage. Now, as a Fiduciary Investment Adviser Representative, Derek helps guide individuals and families through important financial decisions.

 

Derek believes financial planning should be built on a strong and durable foundation. Much like the story of the three little pigs, his goal is to help clients construct their financial and retirement plans with “brick”, not straw or

sticks, so they can withstand many of life’s uncertainties in retirement.

 

Derek holds multiple professional licenses and designations, including Series 7, Series 66, and SIE, along with licenses in Life, Health, Medicare, Long-Term Care Planning, and Variable Annuity. He is also a Registered Social Security Analyst (RSSA), an Accredited Asset Management Specialist (AAMS®), and a Certified Estate and Trust Specialist (CES).

 

Whether it’s Social Security optimization, Medicare planning, tax-efficient strategies, portfolio management, estate planning, and more. Derek is committed to helping clients make informed, confident decisions about their financial future. 

 

Outside of the office, Derek enjoys golfing, playing pickleball, skiing, and mountain biking.