Derek N.H. Notman, Cfp® Email & Phone Number

Cheyenne, Wy, Us

The Find-an-Advisor Platform for Insurance & Wealth Management Companies. Couplr AI is a cutting-edge Advisor Matching Solution that's Leveraging AI and data science to provide a highly personalized and digitally enhanced experience to help consumers match with the right advisor, for the right reasons, at the right time and place.The "eHarmony" for Insurance & Wealth Management companies (and their advisors) to acquire more customers (clients) in a modern way that's more efficient and less expensive. Only available as a white-label, enterprise solution. Contact me to learn more!

REBL Dads (Responsible, Entrepreneurship, Balanced, Leadership). A global mastermind helping dads be the best dad and entrepreneur possible.

Fellow Fintech CEO Adam Holt and I are hosting Rethink. Financial Advice podcast. With decades of real-world experience as veterans and actively practicing advisors, we are rethinking what it takes to succeed as a financial advisor in the 21st century.

Founding Member

Intrepid Wealth Partners is an SEC Registered Investment Advisor that focuses on comprehensive financial and Investment planning. Derek is a Virtual CFP® that specializes working with Self-Minted Millionaires who are CEO's, Founders, Business Owners and C-Suite Executives. As a Virtual CFP® practitioner Derek loves to help his clients enjoy life today while still planning for tomorrow.

Luxury: "a material object, service, etc., conducive to sumptuous living, usually a delicacy, elegance, or refinement of living rather than a necessity."Luxury is represented in a variety of physical aspects of our lives but it doesn't start there. Physical luxury is a byproduct of being in a luxury state of mind.Envisioning a life of luxury, wealth, travel, happiness, and fulfillment drives us to action. Action to manifest the physical aspects, pleasures, and benefits of a luxury state of mind.Enjoying our wealth is a right. How we choose to enjoy it is personal and unique to us. The Tribe of Luxury is a place to learn from other self-minted millionaires on how to get the most out of our Luxury.In other words; how to Live Your Best Life Today & Tomorrow.

Irvine, Ca, Us

ENTREPRENEUR LEADERSHIP NETWORK CONTRIBUTOR

Madison, Wi, Us

Successful exit December 2023.Financial advisor practice management course & training empowering financial advisors to achieve excellence in the 21st century by showing you how to:● Acquire More Ideal Clients● Lower Your Expenses● Do It From AnywhereConneqtor is how to build an advisory practice in the 21st century. It is THE cutting-edge, modern solution teaching advisors how to start, run, grow, and market their business in the digital world we live in.If you are looking for a better way to acquire new clients (lead generation), learn digital marketing, and learn a modern approach to practice management to help you thrive in the a digital world, then this is exactly what you have been looking for.

New York, Ny, Us

Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all jurisdictions. My California Insurance license number is 0K35010.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 999 Fourier Drive, STE 300, Madison, WI 53717. 608-827-2104. Neither Intrepid Wealth Partners, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Intrepid Wealth Partners, LLC is not owned or operated by New York Life Insurance Company or its affiliates.(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

New York, New York, Us

Commercial Real Estate holding company for investment properties. What entrepreneurial experience! Purchased a 19th century commercial property listed on the national historic register, renovated the entire property through lots of late nights and long weekends, and now have a beautiful property in the heart of a New England city that is fully rented. Perhaps this is not a "startup" in the traditional sense but it was a venture that took a lot of money, even more risk, and gave me more than a few gray hairs. If nothing else it was an amazing learning experience.

Notman, Muehl Associates (NMA Financial), Wealth Strategies

Maintained a safe and structured environment for at-risk teenage boys while teaching them life skills in a 24/7 residential setting. My time working as a senior counselor helped lay the foundation for me to be a CFP® & financial advisor as it taught me how to listen and work with people in a variety of situations.

Ba, Anthropology, Archaeology

Chfc, Clu, Lutcf, Financial Services