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Derek Brooks, CFP®

Derek Brooks, CFP®

Financial Planner

Followers of Derek Brooks, CFP®638 followers
location of Derek Brooks, CFP®Greater Philadelphia

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  • Timeline

  • About me

    Senior Vice President - Investment Officer with The Frank Financial Consulting Group of Wells Fargo Advisors

  • Education

    • Princeton University

      2004 - 2008
      B.A. Sociology, Economics

      Activities and Societies: University of Cottage Club, Princeton University Varsity Football

  • Experience

    • Plante & Moran

      Jan 2008 - Jan 2008
      Financial Planner

    • Wells Fargo Advisors

      Mar 2009 - Jan 2018

      • Vice President - Investment Officer

        Jan 2017 - Jan 2018

      • Financial Consultant

        Jun 2011 - Dec 2016

      • Registered Client Associate

        Mar 2009 - Jun 2011

    • The Frank Financial Consulting Group of Wells Fargo Advisors

      Jan 2018 - now
      Senior Vice President - Investment Officer

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards Inc.
      May 2013

  • Honors & Awards

    • Awarded to Derek Brooks, CFP®
      Named as one of the 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State - 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not… Show more 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Show less