Senior Advisor
Current
Aug 2020 - Present
AeroLeads people directory · profile
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® Email & Phone Number
Professor | Financial Planner | Researcher
at
Income Lab
1 work email found
@kitces.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Professor | Financial Planner | Researcher
Location
Portland, Maine, United States
Who is Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®? Overview
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Quick answer
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® is listed as Professor | Financial Planner | Researcher at Income Lab, based in Portland, Maine, United States. AeroLeads shows a work email signal at kitces.com and a matched LinkedIn profile for Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®.
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® previously worked as Senior Advisor at Income Lab and Associate Professor of Finance at University Of Southern Maine. Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® holds Doctor Of Philosophy (Ph.D.), Personal Financial Planning from Kansas State University.
Company email context
Email format at Income Lab
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{first}@kitces.com
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AeroLeads found 1 current-domain work email signal for Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®
I am an Associate Professor of Finance at the University of Southern Maine; I assist financial planning clients through my firm, Conscious Capital; and I am the Lead Researcher at Kitces.com. I blog on financial planning topics at Kitces.com and contribute regularly to the wealth management section of the Wall Street Journal's Experts Blog.
Listed skills include Personal Finance, Wealth Management, Investments, Retirement Planning, and 14 others.
Current workplace
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® work experience
A career timeline built from the work history available for this profile.
Associate Professor Of Finance
Current
Sep 2018 - Present
Lead Researcher
Current
Kitces.Com
Oct 2016 - Present
Financial Planner
CurrentConscious Capital is a boutique wealth management firm that specializes in socially conscious investing. In addition to helping our clients manage their investments in a manner that is consistent with their values, we also provide comprehensive financial planning to help our clients grow and protect their hard-earned wealth.
Apr 2016 - Present
Financial Advisor
Mar 2014 - Apr 2016
Financial Planner
Nov 2012 - Mar 2014
Analyst
Regentatlantic Capital, Llc
As an Analyst, I am responsible for preparing investment recommendations, conducting financial based analyses, and assisting clients in achieving their financial goals.
Jun 2012 - Oct 2012
Financial Planning Intern
Worked with Jean and Eric Mote, the owners of Mote Wealth Management, to provide comprehensive financial planning services to clients. Gained exposure to numerous aspects of their firm including client interaction, investment management, financial plan development, compliance, and back-office operations. Jean and Eric created the first fee-only firm in the Cedar Rapids area and served as invaluable mentors.
Sep 2011 - Jan 2012
Graduate
Napfa - Financial Planning Fundamentals Program
Week-long comprehensive educational program integrating six subject areas of financial planning (investments, risk management, estate planning, retirement planning, income taxes, and communication). Worked as a team to complete a live case study with peer and mentor feedback throughout.
Oct 2011 - Oct 2011
Graduate
Fpa - Residency Program
Week-long intensive client-centered training experience using comprehensive and detailed case studies. Worked in small groups to complete three integrated live case studies with the assistance of the program mentors.
Oct 2011 - Oct 2011
Financial Advisor Intern
Gained insight into the responsibilities of a financial advisor at ING Financial Partners. Received training on effectively surveying potential clients and providing solutions to their financial needs. Heavy emphasis on professional development and leadership.
May 2011 - Aug 2011
Owner
Gelid Llc (Dba Tropical Sno)
Owned and operated a seasonal shaved ice business in Cedar Rapids for three years. Increased sales and profitability in each year of operation.
May 2009 - Aug 2011
3 education records
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® education
Doctor Of Philosophy (Ph.D.), Personal Financial Planning
Kansas State University
Mfcs, Family Financial Planning
Iowa State University
Bachelor Of Science, Finance With Economics Minor
Iowa State University - Ivy College Of Business
FAQ
Frequently asked questions about Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® work for?
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® works for Income Lab.
What is Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®'s role at Income Lab?
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® is listed as Professor | Financial Planner | Researcher at Income Lab.
What is Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®'s email address?
AeroLeads has found 1 work email signal at @kitces.com for Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® at Income Lab.
Where is Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® based?
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® is based in Portland, Maine, United States while working with Income Lab.
What companies has Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® worked for?
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® has worked for Income Lab, University Of Southern Maine, Kitces.Com, Conscious Capital, and Robert W. Baird & Co..
How can I contact Derek Tharp, Ph.D., Cfp®, Clu®, Ricp®?
You can use AeroLeads to view verified contact signals for Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® at Income Lab, including work email, phone, and LinkedIn data when available.
What schools did Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® attend?
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® holds Doctor Of Philosophy (Ph.D.), Personal Financial Planning from Kansas State University.
What skills is Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® known for?
Derek Tharp, Ph.D., Cfp®, Clu®, Ricp® is listed with skills including Personal Finance, Wealth Management, Investments, Retirement Planning, Finance, Financial Advisory, Leadership, and Cash Flow.
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