Derek Hess, Cfp®

Derek Hess, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER® @ Hess Financial
Harrisonburg, VA, US
Derek Hess, Cfp®'s Location
Harrisonburg, Virginia, United States, United States
Derek Hess, Cfp®'s Contact Details

Derek Hess, Cfp® work email

Derek Hess, Cfp® personal email

n/a
About Derek Hess, Cfp®

I’ve lived in Harrisonburg most of my life and I’ve learned to enjoy living in a smaller town, especially one surrounded by nature everywhere you look. The financial planning world appealed to me early on because I felt that it was the perfect mix of number crunching and working with people. I get excited about helping people make thoughtful decisions based on their unique financial situations and what they value most.I attended James Madison University for my undergraduate finance degree and an economics minor. Without question my life has been filled with numbers, but I also enjoy studying the why behind people’s decisions and how that impacts an economy on a larger scale. While at JMU I also helped lead the Financial Management Association and worked as an operations supervisor at the university recreation center. After graduation, I earned my CERTIFIED FINANCIAL PLANNER™ designation because I wanted to give myself the tools to guide people with their big financial decisions from multiple angles. What I’ve found is that many seemingly simple financial decisions often have implications on the other pieces of the puzzle. I wanted to put myself in a position to coach people in these situations while being mindful of the big picture.I’m typically on the move outside of the office, so you’ll find me on my mountain bike, playing basketball and going on adventures with my wife Emily and dogs, Remy and Sadie. When it’s time to wind down, I like spending my weekends watching Premier League soccer and rooting for Chelsea.It’s also important to me that I find time to be involved in our community. I’m a volunteer “Big” with Big Brothers Big Sisters Harrisonburg-Rockingham County and currently serve on their board of directors. I also serve on the Massanutten Regional Library board of trustees, and I’m involved with organizing the Harrisonburg-Rockingham Chamber of Commerce’s leadership program.

Derek Hess, Cfp®'s Current Company Details
Hess Financial

Hess Financial

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CERTIFIED FINANCIAL PLANNER®
Harrisonburg, VA, US
Employees:
7
Derek Hess, Cfp® Work Experience Details
  • Hess Financial
    Certified Financial Planner®
    Hess Financial
    Harrisonburg, Va, Us
  • Hess Financial
    Certified Financial Planner™
    Hess Financial Jun 2022 - Present
    Harrisonburg, Virginia, United States
    Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.The [Financial Advisor(s)] associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.”Hess… Show more Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.The [Financial Advisor(s)] associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.”Hess Financial | 380 East Market St. Harrisonburg, VA 22801 | 540-246-0122. Show less
  • Pbmares Wealth Management Llc
    Wealth Advisor
    Pbmares Wealth Management Llc Aug 2021 - May 2022
    Harrisonburg, Virginia, United States
  • Pbmares Wealth Management Llc
    Associate Wealth Advisor
    Pbmares Wealth Management Llc Jun 2018 - Aug 2021
    Harrisonburg, Virginia, United States

Derek Hess, Cfp® Skills

Customer Service Teamwork Time Management Customer Relationship Management Investment Management Electronic Trading Financial Analysis Microsoft Office Microsoft Word Microsoft Excel Salesforce Leadership Emoney Powerpoint Social Media Microsoft Access Sharepoint Interpersonal Skills Sas Programming

Derek Hess, Cfp® Education Details

Frequently Asked Questions about Derek Hess, Cfp®

What company does Derek Hess, Cfp® work for?

Derek Hess, Cfp® works for Hess Financial

What is Derek Hess, Cfp®'s role at the current company?

Derek Hess, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER®.

What is Derek Hess, Cfp®'s email address?

Derek Hess, Cfp®'s email address is dh****@****ial.com

What schools did Derek Hess, Cfp® attend?

Derek Hess, Cfp® attended James Madison University.

What are some of Derek Hess, Cfp®'s interests?

Derek Hess, Cfp® has interest in Outdoors, Sports, Education, Environment.

What skills is Derek Hess, Cfp® known for?

Derek Hess, Cfp® has skills like Customer Service, Teamwork, Time Management, Customer Relationship Management, Investment Management, Electronic Trading, Financial Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce, Leadership.

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