Derek N.H. Notman, Cfp® Email and Phone Number
Derek N.H. Notman, Cfp® work email
- Valid
- Valid
- Valid
- Valid
Derek N.H. Notman, Cfp® personal email
Derek N.H. Notman, Cfp® phone numbers
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
Couplr Ai
View-
Founder & CeoCouplr Ai Jan 2022 - PresentCheyenne, Wy, UsThe 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!
-
FounderRebl Dads Mar 2023 - PresentREBL Dads (Responsible, Entrepreneurship, Balanced, Leadership). A global mastermind helping dads be the best dad and entrepreneur possible. -
Podcast HostRethink. Financial Advice Podcast May 2021 - PresentFellow 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 MemberKiplinger Advisor Collective Apr 2023 - PresentFounding Member -
Certified Financial Planner (Cfp)®Intrepid Wealth Partners, Llc Mar 2006 - PresentIntrepid 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. -
CreatorTribe Of Luxury Feb 2019 - PresentLuxury: "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. -
Entrepreneur Leadership Network ContributorEntrepreneur Media Apr 2023 - Apr 2024Irvine, Ca, UsENTREPRENEUR LEADERSHIP NETWORK CONTRIBUTOR -
FounderConneqtor Nov 2019 - Dec 2023Madison, Wi, UsSuccessful 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. -
Cfp® & Financial AdviserEagle Strategies Llc Nov 2010 - Dec 2021New York, Ny, UsFinancial 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. -
AgentNew York Life Insurance Company Mar 2006 - Dec 2021New York, New York, Us -
Co FounderHops Holding Company, Llc Jun 2011 - Dec 2020Commercial 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.
-
Cfp®, Financial Adviser & Co FounderNma Financial Feb 2006 - Sep 2015Notman, Muehl Associates (NMA Financial), Wealth Strategies
-
Senior CounselorNorthwood Childrens Services Mar 2002 - Jun 2005Maintained 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.
Derek N.H. Notman, Cfp® Skills
Derek N.H. Notman, Cfp® Education Details
-
University Of Minnesota DuluthArchaeology -
The American College Of Financial ServicesFinancial Services
Frequently Asked Questions about Derek N.H. Notman, Cfp®
What company does Derek N.H. Notman, Cfp® work for?
Derek N.H. Notman, Cfp® works for Couplr Ai
What is Derek N.H. Notman, Cfp®'s role at the current company?
Derek N.H. Notman, Cfp®'s current role is 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.
What is Derek N.H. Notman, Cfp®'s email address?
Derek N.H. Notman, Cfp®'s email address is dn****@****ife.com
What is Derek N.H. Notman, Cfp®'s direct phone number?
Derek N.H. Notman, Cfp®'s direct phone number is (855) 497*****
What schools did Derek N.H. Notman, Cfp® attend?
Derek N.H. Notman, Cfp® attended University Of Minnesota Duluth, The American College Of Financial Services.
What are some of Derek N.H. Notman, Cfp®'s interests?
Derek N.H. Notman, Cfp® has interest in Son, Children, Surfing, Science And Technology, Animal Welfare, Dog, Boogie/body Boarding, Beer.
What skills is Derek N.H. Notman, Cfp® known for?
Derek N.H. Notman, Cfp® has skills like Entrepreneurship, Start Ups, Investments, Insurance, Business Strategy, Strategic Planning, Wealth Preservation Planning, Estate Planning, Retirement, Wealth, Business Planning, Social Media Marketing.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial