Derek Mathison, Aif®, Cfp® Email & Phone Number

My passion is to help guide members through life’s many financial pitfalls. I strive to build long-lasting relationships with clients by assisting and advising them with their specific needs, as no two situations are ever the same. I enjoy the challenge, as well as the satisfaction in knowing that what I do makes a difference in people’s lives. It’s not how you start the race; it is how you finish. Working with a seasoned team of advisors, we are able to break down individual cases and make need-based recommendations regarding identified areas of concern, explained in a way that our clients understand. I feel blessed to work with such a talented, experienced, and knowledgeable group of individuals with the mutual goal of helping people to and through retirement. We offer individuals a unique experience built on trust and understanding, with the goal of building and establishing long-term, multi-generational relationships._______________________________________________________________________________CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Delta Community Credit Union or Delta Community Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird 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 LPL Financial registered representatives associated with this website 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.Series 7 & 66 registrations held through LPL Financial.

Listed skills include Series 7, Series 66, Variable Products License, Retirement Planning, and 1 others.

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  Georgia State University - J. Mack Robinson College Of Business

  Finance And Financial Management Services