Derek Sauerwine attended East Stroudsburg University, and after a successful career in the hospitality industry developing hotels nationwide he started his own Financial Advisory Practice. He brings his love of numbers, planning expertise and overall passion to help people, into his everyday interaction with his clients.Since starting the practice in 2010, Derek has made it his mission to help arm and educate his clients' with the knowledge they need in order to make sound financial decisions for themselves and their loved ones. Many clients will tell you that Derek has the unique ability to take very complex ideas within the financial world and simplify them into very easy to understand points.As a licensed Series 65 Fiduciary, Derek works in his clients' best interest on investment design and management in addition to being licensed as an Independent Insurance Agent.
Listed skills include Investment Portfolios, Income Planning, Retirement Planning, Strategic Financial Planning, and 19 others.