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Derek Dobecki, Cfa, Cfp® Email & Phone Number

Managing Director, Private Client Group at SCS Financial
Location: Boston, Massachusetts, United States 6 work roles 3 schools
1 work email found @scsfinancial.com 4 phones found area 508 and 617 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@scsfinancial.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SCS Financial
Role
Managing Director, Private Client Group
Location
Boston, Massachusetts, United States
Company size
243 employees

Who is Derek Dobecki, Cfa, Cfp®? Overview

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Quick answer

Derek Dobecki, Cfa, Cfp® is listed as Managing Director, Private Client Group at SCS Financial, a with 243 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at scsfinancial.com, phone signal with area code 508, 617, and a matched LinkedIn profile for Derek Dobecki, Cfa, Cfp®.

Derek Dobecki, Cfa, Cfp® previously worked as Managing Director at Scs Financial and Strategic Advisors Group Equity Analyst at Fidelity Investments. Derek Dobecki, Cfa, Cfp® holds Mba from The Wharton School.

Company email context

Email format at SCS Financial

This section adds company-level context without repeating Derek Dobecki, Cfa, Cfp®'s masked contact details.

*@scsfinancial.com
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AeroLeads found 1 current-domain work email signal for Derek Dobecki, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Derek Dobecki, Cfa, Cfp®

Derek Dobecki, Cfa, Cfp® is a Managing Director, Private Client Group at SCS Financial. He possess expertise in investments, equities, asset allocation, strategic planning, strategy and 11 more skills.

Listed skills include Investments, Equities, Asset Allocation, Strategic Planning, and 12 others.

Current workplace

Derek Dobecki, Cfa, Cfp®'s current company

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SCS Financial
Scs Financial
Managing Director, Private Client Group
Boston, MA, US
Website
scsfinancial.com
Employees
243
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Company profile
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6 roles · 36 years

Derek Dobecki, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director, Private Client Group

Scs Financial

Boston, Ma, Us

Managing Director

Current
Scs Financial

Boston, Ma

Advisor to ultra high net worth families ensuring that all investment and strategic planning objectives are met.SCS Financial supervises in excess of $30 billion for private clients, family offices, foundations and endowments.Representative Investment and Wealth Management Services include:• Global Investment Management, including: Asset Allocation; Traditional and Alternative Manager Selection; Single Stock Risk Management; Socially Responsible Investment; and Insurance… Show more Advisor to ultra high net worth families ensuring that all investment and strategic planning objectives are met.SCS Financial supervises in excess of $30 billion for private clients, family offices, foundations and endowments.Representative Investment and Wealth Management Services include:• Global Investment Management, including: Asset Allocation; Traditional and Alternative Manager Selection; Single Stock Risk Management; Socially Responsible Investment; and Insurance Dedicated Hedge Fund Construction• Strategic Trust and Estate Planning• Strategic Income Tax Planning• Counsel on Development of Philanthropic Strategies• Family Office and Wealth/Investment Education for Children• Execution of Purchase/Sale of Major Assets - Real estate, aircraft• Asset Protection and Insurance Show less

Mar 2006 - Present

Consultant

Arthur Andersen
1991 - 1995 ~4 yrs
Team & coworkers

Colleagues at SCS Financial

Other employees you can reach at scsfinancial.com. View company contacts for 243 employees →

SH Sam Holbert, Cfp®, Cpwa® Sam Holbert, Cfp®, Cpwa® Colleague at Scs FinancialNew York, United States View → RB Robert Bernardin Robert Bernardin Colleague at Scs FinancialUnited States View → LM Laura Mcdonough, Cfa Laura Mcdonough, Cfa Colleague at Scs FinancialBoston, Massachusetts, United States View → AS Anthony Sojka Anthony Sojka Colleague at Scs FinancialNorton Center, Massachusetts, United States View → PH Pamela Halter Pamela Halter Colleague at Scs FinancialBoston, Massachusetts, United States View → AD Andrew Duval Andrew Duval Colleague at Scs FinancialBoston, Massachusetts, United States View → AJ Andy Janfaza Andy Janfaza Colleague at Scs FinancialWest Newton, Massachusetts, United States View → PW Peter Woodams Peter Woodams Colleague at Scs FinancialPittsford, New York, United States View → TS Tyson Shelby Tyson Shelby Colleague at Scs FinancialCambridge, Massachusetts, United States View → AG Alej Glass Alej Glass Colleague at Scs FinancialReston, Virginia, United States View →
3 education records

Derek Dobecki, Cfa, Cfp® education

Education record

Duxbury High School
FAQ

Frequently asked questions about Derek Dobecki, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Derek Dobecki, Cfa, Cfp® work for?

Derek Dobecki, Cfa, Cfp® works for SCS Financial.

What is Derek Dobecki, Cfa, Cfp®'s role at SCS Financial?

Derek Dobecki, Cfa, Cfp® is listed as Managing Director, Private Client Group at SCS Financial.

What is Derek Dobecki, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @scsfinancial.com for Derek Dobecki, Cfa, Cfp® at SCS Financial.

What is Derek Dobecki, Cfa, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 508, 617 for Derek Dobecki, Cfa, Cfp® at SCS Financial.

Where is Derek Dobecki, Cfa, Cfp® based?

Derek Dobecki, Cfa, Cfp® is based in Boston, Massachusetts, United States while working with SCS Financial.

What companies has Derek Dobecki, Cfa, Cfp® worked for?

Derek Dobecki, Cfa, Cfp® has worked for Scs Financial, Fidelity Investments, Ironwood Capital Management, Banc Of America Securities, and Arthur Andersen.

Who are Derek Dobecki, Cfa, Cfp®'s colleagues at SCS Financial?

Derek Dobecki, Cfa, Cfp®'s colleagues at SCS Financial include Sam Holbert, Cfp®, Cpwa®, Robert Bernardin, Laura Mcdonough, Cfa, Anthony Sojka, and Pamela Halter.

How can I contact Derek Dobecki, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Derek Dobecki, Cfa, Cfp® at SCS Financial, including work email, phone, and LinkedIn data when available.

What schools did Derek Dobecki, Cfa, Cfp® attend?

Derek Dobecki, Cfa, Cfp® holds Mba from The Wharton School.

What skills is Derek Dobecki, Cfa, Cfp® known for?

Derek Dobecki, Cfa, Cfp® is listed with skills including Investments, Equities, Asset Allocation, Strategic Planning, Strategy, Portfolio Management, Risk Management, and Finance.

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