Derek Moore

Derek Moore Email and Phone Number

Chief Investment Officer @ ZEGA Investments, LLC
Scottsdale, AZ, US
Derek Moore's Location
Scottsdale, Arizona, United States, United States
Derek Moore's Contact Details

Derek Moore personal email

n/a
About Derek Moore

I create reliable and repeatable returns for my clients through the use of options for income and protection. My goal at Razor Wealth is to provide “steady hands” to our clients financial needs. Our investment style is focused on delivering superior risk weighted returns through the use of hedging and diversification. We use a long term investment horizon and follow the strictest of ethical codes to act only in the best interest of our clients.Derek is the Author of the book "Broken Pie Chart: 5 Ways to Build Your Investment Portfolio to Withstand and Prosper in Risky Markets"He also hosts the "Broken Pie Chart Podcast" available on Itunes, Google Play, Stitcher Radio, Tunein Radio, and more...Derek has completed 4 Full Ironman Triathlons and numerous marathons.

Derek Moore's Current Company Details
ZEGA Investments, LLC

Zega Investments, Llc

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Chief Investment Officer
Scottsdale, AZ, US
Website:
zegainvestments.com
Employees:
10
Derek Moore Work Experience Details
  • Zega Investments, Llc
    Chief Investment Officer
    Zega Investments, Llc
    Scottsdale, Az, Us
    View
  • Razor Wealth Management
    President
    Razor Wealth Management Jan 2017 - Present
    Scottsdale, Arizona
    I create reliable and repeatable returns for my clients through the use of options for income and protection.My goal at Razor Wealth is to provide “steady hands” to our clients financial needs. Our investment style is focused on delivering superior risk weighted returns through the use of hedging and diversification. We use a long term investment horizon and follow the strictest of ethical codes to act only in the best interest of our clients.Author - Broken Pie Chart: 5 Ways to Build Your Investment Portfolio to Withstand and Prosper in Risky MarketsHost - Broken Pie Chart Podcast - available on Itunes, Google Play, Stitcher, Tunein Radio, and more
  • Zega Financial Llc
    Director
    Zega Financial Llc Jan 2014 - Present
    Scottsdale,Az
  • Reilly Financial Advisors
    Vice President – Wealth Management
    Reilly Financial Advisors Jan 2013 - Jan 2014
    As an independent, fee-only Registered Investment Advisor, Reilly Financial Advisors manages client assets through fully integrated solutions, utilizing a comprehensive suite of services. In the role as Vice President – Wealth Management, Derek provides consultative wealth management services to help clients answer two critical questions:• Will I have enough?• How much risk do I need to take?Derek and the Reilly Financial Advisors investment committee work collaboratively with clients to develop personalized investment portfolios, integrating critical tax and estate planning strategies. This entire process is aimed at helping clients define and achieve their individual financial goals.
    View
  • Td Ameritrade
    Director National Education,Instructor
    Td Ameritrade 2004 - 2012
    View
  • Tradesurfer
    Ceo
    Tradesurfer Apr 2009 - Apr 2010
    Scottsdale,Az
    Investor Education focusing on technical analysis, options, futures, and forex.
  • Charles Schwab
    Manager
    Charles Schwab Mar 1997 - Dec 2002
    Phoenix, Arizona Area
    View

Derek Moore Skills

Wealth Management Investments Financial Services Portfolio Management Financial Advisory Investment Management Series 7 Alternative Investments Investment Strategies Securities Finance Estate Planning Wealth Management Services Relationship Management Bonds Finra Equities Financial Risk Financial Markets Financial Planners Series 63 Asset Allocation Investment Advisory Retirement Planning Strategic Financial Planning Risk Management Trading Options Fixed Income Retirement Asset Managment Futures Trading Forex Trading Hedging Professional Speaking Derivatives Management Mutual Funds Leadership

Derek Moore Education Details

Frequently Asked Questions about Derek Moore

What company does Derek Moore work for?

Derek Moore works for Zega Investments, Llc

What is Derek Moore's role at the current company?

Derek Moore's current role is Chief Investment Officer.

What is Derek Moore's email address?

Derek Moore's email address is de****@****ial.com

What schools did Derek Moore attend?

Derek Moore attended Manhattan College, Benedictine University Mesa, Bergenfield High School.

What are some of Derek Moore's interests?

Derek Moore has interest in Ironman Triathlete.

What skills is Derek Moore known for?

Derek Moore has skills like Wealth Management, Investments, Financial Services, Portfolio Management, Financial Advisory, Investment Management, Series 7, Alternative Investments, Investment Strategies, Securities, Finance, Estate Planning.

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