Derek Hebert Email & Phone Number

Derek is a comprehensive, Fee-only Private Wealth Manager who has been working in the investment and retirement planning industries for over 16 years. Having come from a long-line of small business owners he has a passion for helping individuals identify opportunities to save money and make money over the long term. His primary areas of expertise include customized retirement planning, tax planning (e.g. tax reduction strategies - incorporating complex real estate analysis), investments, and estate planning strategies. Having worked through the great recession Derek witnessed firsthand the risks associated with investing, and the importance of developing a thorough financial plan coupled with a disciplined investment strategy. He enjoys listening and understanding each client’s unique situation; and has found that through in-depth financial planning there are almost always opportunities to help individuals simplify their lives, decrease risk, and increase their chances of a successful future.Derek grew up in New England and graduated from Stonehill College with a bachelor’s degree in Business, Finance concentration. He later graduated from Santa Clara University with the Executive Certificate in Financial Planning. He has previously passed his Series 7, 63, and 65 registrations. Derek was a three-sport athlete in college - competing in soccer, golf and track & field. He was fortunate to be honored as a three time All-American, once as an NCAA Track & Field athlete, and achieving the status twice as a high school soccer player and captain. Derek currently resides in Danville with his wife Anne and three children. He enjoys all types of fitness, including watching and participating in most sports. He can often be found hanging with his family, participating in the school dad’s group, coaching his sons sports team, or training for triathlons. Also loves travelling, the movies, music, playing chess and getting together with family and friends. He is a member of the Danville Rotary Club, a service organization, and the Knights of Columbus, a global Catholic Charitable group. And he continues to give charitably to his community and for many years has been sponsoring impoverished children and orphans around the world.

Listed skills include Hedge Funds, Alternative Investments, Relationship Management, Private Equity, and 19 others.