Derek Sauerwine

Derek Sauerwine Email and Phone Number

Three Leaf Financial - Fairfax, Virginia Financial Advisor @ Three Leaf Financial
fairfax, virginia, united states
Derek Sauerwine's Location
Fairfax County, Virginia, United States, United States
Derek Sauerwine's Contact Details

Derek Sauerwine work email

Derek Sauerwine personal email

About Derek Sauerwine

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.

Derek Sauerwine's Current Company Details
Three Leaf Financial

Three Leaf Financial

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Three Leaf Financial - Fairfax, Virginia Financial Advisor
fairfax, virginia, united states
Employees:
2
Derek Sauerwine Work Experience Details
  • Three Leaf Financial
    Founder & Advisor
    Three Leaf Financial Mar 2010 - Present
    Fairfax, Virginia
    www.ThreeLeafFinancial.comThree Leaf Financial is a full service financial planning firm that was established in March 2010 with the fundamental goal of building sound financial plans for all of their clients. The founder of Three Leaf Financial, Derek Sauerwine, works one-on-one with his clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at it's core, it is built on a life-long relationship model and Derek's ability to make complex ideas easy to understand. As a licensed Fiduciary, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.
  • Baywood Hotels
    Regional Operations Manager
    Baywood Hotels Mar 2004 - Apr 2010
    I was responsible for 11 Hotels and 3 Food & Beverage Operations within the Northern Virginia and Maryland Markets. I worked hand in hand with the Property Staff & Corporate Teams to increase profitability in order to create positive guest service experiences across all brands which resulted in positive bottom line and top line growth.Past Franchise Experience:Hilton HotelsStarwood HotelsMarriott International IHG Carlson WorldwideWyndham Worldwide Best Western InternationalChoice HotelsAccor HotelsUS Franchise Systems

Derek Sauerwine Skills

Investment Portfolios Income Planning Retirement Planning Strategic Financial Planning Estate Planning Wealth Preservation Planning Wealth Management Services Retirement Iras Long Term Care Long Term Customer Relationships Roth Ira 401k Wealth Accumulation Leadership Rmd Planning Indexed Annuities Wealth Accumulation Strategies Long Term Care Insurance Estate Preservation Multi Generational Wealth Transfer Fixed Annuities Life Insurance

Derek Sauerwine Education Details

Frequently Asked Questions about Derek Sauerwine

What company does Derek Sauerwine work for?

Derek Sauerwine works for Three Leaf Financial

What is Derek Sauerwine's role at the current company?

Derek Sauerwine's current role is Three Leaf Financial - Fairfax, Virginia Financial Advisor.

What is Derek Sauerwine's email address?

Derek Sauerwine's email address is ds****@****ail.com

What schools did Derek Sauerwine attend?

Derek Sauerwine attended East Stroudsburg University Of Pennsylvania, Emmaus High School.

What skills is Derek Sauerwine known for?

Derek Sauerwine has skills like Investment Portfolios, Income Planning, Retirement Planning, Strategic Financial Planning, Estate Planning, Wealth Preservation Planning, Wealth Management Services, Retirement, Iras, Long Term Care, Long Term Customer Relationships, Roth Ira.

Who are Derek Sauerwine's colleagues?

Derek Sauerwine's colleagues are Joy Neal, Kelly A. Merryman.

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