Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® Email and Phone Number
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® work email
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Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® personal email
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® phone numbers
My name is Derek Fiorenza. It is my goal to contribute to making the world a better place one day at a time through my professional and philanthropic services. I am highly motivated and want to add as much value as I possibly can to my clients, and constituents of my non-profit ventures. Professional Services I co-founded Summit Group Retirement Planners, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). I serve as an Investment Advisor Representative (IAR) of the RIA. I am the COO/CCO of the corporation and I am focused on expanding our brand by providing an extremely high level of service to all of our qualified corporate retirement plan clients and the industry as a whole. Philanthropic VenturesI founded the non-profit organization, Fiorenza's Food For Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need.• Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice offered through Summit Group Retirement Planners, Inc., a registered investment advisor. Summit Group Retirement Planners, Inc., and The Summit Group Associates, Inc., are separate entities from LPL Financial. Fiorenza's Food For Friends and Infinity Benefits Group are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Summit Group Retirement Planners, Inc.
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Co-Founder/Coo/CcoSummit Group Retirement Planners, Inc. Dec 2013 - PresentExton, Pa, UsSummit 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.
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Vice President Of Marketing And Business DevelopmentInfinity Benefits Group, Inc. (Ibg) Mar 2009 - PresentI 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. -
Real Estate AgentY-Team Fio, Llc. With Homesmart Realty Advisors Oct 2018 - PresentExton, Pennsylvania, UsCompassionately 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 -
Founder, President, Chairman, Ceo Emeritus, And National Brand AmbassadorFiorenza'S Food For Friends (F4) Dec 2007 - PresentDowningtown, Pa, UsIn 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). -
Vice President Business DevelopmentThe Summit Group Associates, Inc. Jan 2010 - PresentThe Summit Group Associates, Inc., has a relationship with LPL Financial. This company is used for non-fee based securities business.
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® Skills
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® Education Details
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Villanova UniversityCommunication With Minor In Business -
Pennwest CaliforniaGeneral
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Ucla Extension - Custom Programs & Corporate EducationQualified/Non-Qualified Retirement Plans
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Bishop Shanahan High SchoolHigh School
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St. Aloysius Academy8Th Grade
Frequently Asked Questions about Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®
What company does Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® work for?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® works for Summit Group Retirement Planners, Inc.
What is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s role at the current company?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s current role is Retirement Plan Specialist and Financial Planner with Summit Group Retirement Planners, Inc. - Group Medical Consultant.
What is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s email address?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s email address is df****@****ers.com
What is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s direct phone number?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s direct phone number is +126743*****
What schools did Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® attend?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® attended Villanova University, Pennwest California, Ucla Extension - Custom Programs & Corporate Education, Bishop Shanahan High School, St. Aloysius Academy.
What are some of Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s interests?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® has interest in Social Services, Economic Empowerment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Life, Human Rights, Accident, Health.
What skills is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® known for?
Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® has skills like Alternative Investments, Estate Planning, Series 63, Financial Planners, Fixed Annuities, Food Service, Executive Management, Insurance, Retirement Planning, Sales, Start Ups, Iras.
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