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

Retirement Plan Specialist and Financial Planner with Summit Group Retirement Planners, Inc. - Group Medical Consultant at Summit Group Retirement Planners, Inc.
Location: Greater Philadelphia, United States, United States 5 work roles 5 schools
2 work emails found @sgretirementplanners.com 3 phones found area 267 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email d****@sgretirementplanners.com
Direct phone (267) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Retirement Plan Specialist and Financial Planner with Summit Group Retirement Planners, Inc. - Group Medical Consultant
Location
Greater Philadelphia, United States, United States

Who is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®? Overview

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Quick answer

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® is listed as Retirement Plan Specialist and Financial Planner with Summit Group Retirement Planners, Inc. - Group Medical Consultant at Summit Group Retirement Planners, Inc., based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at sgretirementplanners.com, phone signal with area code 267, and a matched LinkedIn profile for Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®.

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® previously worked as Co-Founder/COO/CCO at Summit Group Retirement Planners, Inc. and Vice President Of Marketing And Business Development at Infinity Benefits Group, Inc. (Ibg). Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® holds Bachelor’S Degree, Communication With Minor In Business from Villanova University.

Company email context

Email format at Summit Group Retirement Planners, Inc.

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*@sgretirementplanners.com
71% confidence

AeroLeads found 2 current-domain work email signals for Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®. Compare company email patterns before reaching out.

Profile bio

About Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®

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.

Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Planners, and 41 others.

Current workplace

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s current company

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Summit Group Retirement Planners, Inc.
Summit Group Retirement Planners, Inc.
Retirement Plan Specialist and Financial Planner with Summit Group Retirement Planners, Inc. - Group Medical Consultant
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5 roles

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® work experience

A career timeline built from the work history available for this profile.

Co-Founder/Coo/Cco

Current

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.

Dec 2013 - Present

Vice President Of Marketing And Business Development

Current

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.

Mar 2009 - Present

Real Estate Agent

Current

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

Oct 2018 - Present

Founder, President, Chairman, Ceo Emeritus, And National Brand Ambassador

Current

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.

Dec 2007 - Present

Vice President Business Development

Current
The Summit Group Associates, Inc.

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

Jan 2010 - Present
5 education records

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® education

Bachelor’S Degree, Communication With Minor In Business

Villanova University

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

Pennwest California

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

Ucla Extension - Custom Programs & Corporate Education

High School

Bishop Shanahan High School

8Th Grade

St. Aloysius Academy
FAQ

Frequently asked questions about Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®

Quick answers generated from the profile data available on this page.

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 Summit Group Retirement Planners, Inc.?

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® is listed as Retirement Plan Specialist and Financial Planner with Summit Group Retirement Planners, Inc. - Group Medical Consultant at Summit Group Retirement Planners, Inc..

What is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s email address?

AeroLeads has found 2 work email signals at @sgretirementplanners.com for Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® at Summit Group Retirement Planners, Inc..

What is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 267 for Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® at Summit Group Retirement Planners, Inc..

Where is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® based?

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® is based in Greater Philadelphia, United States, United States while working with Summit Group Retirement Planners, Inc..

What companies has Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® worked for?

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® has worked for Summit Group Retirement Planners, Inc., Infinity Benefits Group, Inc. (Ibg), Y-Team Fio, Llc. With Homesmart Realty Advisors, Fiorenza'S Food For Friends (F4), and The Summit Group Associates, Inc..

How can I contact Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc®?

You can use AeroLeads to view verified contact signals for Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® at Summit Group Retirement Planners, Inc., including work email, phone, and LinkedIn data when available.

What schools did Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® attend?

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® holds Bachelor’S Degree, Communication With Minor In Business from Villanova University.

What skills is Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® known for?

Derek Fiorenza - Cfp®, C(K)P®, Cpfa®, Aif®, Ppc® is listed with skills including Alternative Investments, Estate Planning, Series 63, Financial Planners, Fixed Annuities, Food Service, Executive Management, and Insurance.

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