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@ft.newyorklife.com
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1 phone found area 855
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Derek N.H. Notman, Cfp® is listed as Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast at Couplr AI, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at ft.newyorklife.com, phone signal with area code 855, and a matched LinkedIn profile for Derek N.H. Notman, Cfp®.
Derek N.H. Notman, Cfp® previously worked as Founder & CEO at Couplr Ai and Founder at Rebl Dads. Derek N.H. Notman, Cfp® holds Ba, Anthropology, Archaeology from University Of Minnesota Duluth.
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AeroLeads found 1 current-domain work email signal for Derek N.H. Notman, Cfp®. Compare company email patterns before reaching out.
Dad. World Traveler. Fintech Rebel. Fixing our Relationship with Money using AI (and Flip-flops).Hey there! I'm Derek, a self-proclaimed REBL Dad on a mission to repair our relationship with money.Born in Dublin a global nomad (Irish, South African, German-American, Minnesotan!), I crave adventure, once even being dubbed "The World's Most Interesting Man" (jury's still out on that one).I'm a husband, father, car enthusiast, aspiring surfer, and yes, I even jumped out of a plane for fun! (Not financially related, but hey, it shows I'm not afraid of a challenge!) 🪂Award-winning financial advisor, fintech founder, and NAIFA Leading New Advisor. Basically, I know my stuff (and I'm not afraid to shake it up).What I Do:● Founder & CEO of Couplr AI: Doing for Insurance & Wealth Management what eHarmony did for relationships by using data science to tackle the client acquisition & orphan client problems facing our industry.️● Co-host of Rethink Financial Advice Podcast: We question everything about financial advice, because sometimes the best way to fix things is to laugh at them first.Why Connect with Me?I'm a connector and love meeting new people! Whether you're a fellow rebel, a curious mind, or just want to chat about the future of finance (or flip-flops), hit me up!P.S. Want to learn more about my AI brainchild? Check out Couplr AI: www.couplr.ai
Listed skills include Entrepreneurship, Start Ups, Investments, Insurance, and 35 others.
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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.
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.
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.
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.
Irvine, CA, US
ENTREPRENEUR LEADERSHIP NETWORK CONTRIBUTOR
Madison, WI, US
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.
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..
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.
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Derek N.H. Notman, Cfp® works for Couplr AI.
Derek N.H. Notman, Cfp® is listed as Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast at Couplr AI.
AeroLeads has found 1 work email signal at @ft.newyorklife.com for Derek N.H. Notman, Cfp® at Couplr AI.
AeroLeads has found 1 phone signal(s) with area code 855 for Derek N.H. Notman, Cfp® at Couplr AI.
Derek N.H. Notman, Cfp® is based in Greater Orlando, United States, United States while working with Couplr AI.
Derek N.H. Notman, Cfp® has worked for Couplr Ai, Rebl Dads, Rethink. Financial Advice Podcast, Kiplinger Advisor Collective, and Intrepid Wealth Partners, Llc.
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Derek N.H. Notman, Cfp® holds Ba, Anthropology, Archaeology from University Of Minnesota Duluth.
Derek N.H. Notman, Cfp® is listed with skills including Entrepreneurship, Start Ups, Investments, Insurance, Business Strategy, Strategic Planning, Wealth Preservation Planning, and Estate Planning.
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