Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® Email & Phone Number

Exton, Pa, Us

Summit Group Retirement Planners, Inc. (SGRP) is an SEC Registered Investment Advisory Firm (RIA). SGRP was founded with the goal of serving employers and employees featuring specialists in qualified retirement plans. We’ve provided among the most comprehensive and personalized service available, thus earning a reputation for excellence in our industry. We strive to create the ultimate retirement planning experience one relationship at a time. Summit Group Retirement Planners, Inc. is a CEFEX Certified Advisory Firm. Centre for Fiduciary Excellence, LLC is not affiliated with LPL Financial. Additional information regarding certification standards and criteria is available at: http://www.cefex.org/CertifiedAdvisors/Details/CFX10275 At the macro level, we collaborate with employers on the design, installation, communication and investment over-site of their qualified retirement plans. We focus on assisting with compliant plans, serving as 3(21) Co-Fiduciaries or 3(38) Investment Managers with the plan sponsor, and working with the appropriate Recordkeeper and Third Party Administrator (TPA) to create a comprehensive personalized experience for their retirement program. Shifting our focus to the micro level, employee education is a critical component of our service model. We help prepare employees for their eventual retirement by reviewing their deferral rates and discussing strategies that aim to increase them over time. Providing a personalized and targeted level of service differentiates our approach. Finally, we provide access to investments at their institutional share class, which delivers a lower cost investment program without sacrificing investment performance. Therefore, this provides a significant savings to the plan which translates to reduced fees for participants, helping them to accumulate more assets in their account.

I am responsible for marketing employee benefit services. We confer with employers (companies and non profit organizations) on the design, installation, communication and education, and monitoring of their employee benefit programs. These programs include: group medical insurance, group life insurance, group disability insurance, payroll deduction insurance (life insurance, disability insurance, etc.), goup long term care and non qualified deferred compensation plans.

Exton, Pennsylvania, Us

Compassionately serving the dreams of families and individuals in the pursuit of home ownership!Y-Team Fio, LLC. with HomeSmart Realty Advisors, LLC.Office: 215-604-1191Mobile: 484-467-7899 See Less

Downingtown, Pa, Us

In 2011 I founded Fiorenza’s Food For Friends (F4), a 501(c) non-profit corporation of the Commonwealth of Pennsylvania. F4's Vision is "to create a world without hunger!" F4's Mission is "to connect sources of food to recipients in need!"F4 aims to “Create Hunger Awareness” through Education, Inspire others to take action through Engagement, and then provide interested parties an avenue to Eradicate the problem of food insecurity. F4 serves as a facilitator between sources of food and agencies that provide food to those in need (shelters, pantries, cupboards, food banks, etc.). The way in which F4 combats hunger is quite unique and principal based. We do not accept local, state, or federal funds. With regards to perishable food, we solicit restaurants, hotels, universities, caterer’s, and other food sources to save and re-purpose otherwise discarded food for local homeless shelters in need. The effort is focused on empowering the shelters to connect directly with these food sources so they own the logistics of the donation, with F4 contributing volunteer drivers when needed. F4 also coordinates non-perishable food drives serving as an unpaid broker is by partnering corporations to food pantries/banks in need to receive food donations.Here is a link to an F4 TV interview on Comcast which discusses our organization: https://www.youtube.com/watch?v=EaMYkLgax5E F4 has grown tremendously from an ideal, ‘no one should go hungry’ and serving 25 meals, to a well-organized, determined base of “HUNGER FIGHTERS” that believe anything is possible with regards to reshaping a world where hunger is no longer a global problem. Since F4's inception, we have been responsible for the donation of nearly 1,000,000 meals across 21 states including nearly 90 partnerships. (Data as of August 2016).

The Summit Group Associates, Inc., has a relationship with LPL Financial. This company is used for non-fee based securities business.

Bachelor’S Degree, Communication With Minor In Business

Master Of Science Business Administration (M.S.B.A.), Business Administration And Management, General

Certified Retirement Planner Designation (Ckp), Qualified/Non-Qualified Retirement Plans

High School

8Th Grade