Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Derek Valdez is listed as Wealth Advisor at Integrity Wealth Advisors, a company with 7 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Derek Valdez.
Derek Valdez previously worked as Associate Wealth Advisor at Integrity Wealth Advisors and Investment Specialist at Integrity Wealth Advisors. Derek Valdez holds Certified Investment Management Analyst Education Program from University Of Chicago Booth School Of Business Executive Education.
This section adds company-level context without repeating Derek Valdez's masked contact details.
Review company-level records connected to Derek Valdez before choosing the right outreach path.
Hello! My name is Derek, I'm a detail-oriented, young professional who has a passion for helping people achieve financial peace. I have a B.S. degree in Finance from the University of Colorado at Colorado Springs and I've started the process to obtain my Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute’s CIMA® registered education program with the University of Chicago Booth School of Business. I've been able to serve clients as a fiduciary Advisor. At Integrity we provide a variety of services that include holistic financial planning, investment management, charitable planning, trust services and more. I've been able to become a valuable team member by managing client portfolios and assuming a large majority of trading responsibilities, leading the analysis of our public and private assets, and working my way to being a voting member of the Firm's 9 member Investment Committee. I moved to Colorado Springs from my home town of Pueblo, Colorado to further my education in business as well as compete for the UCCS Track and Field team. I was a part of the class that re-vamped the program during my freshman year, and eventually led the team to its first indoor and outdoor RMAC Championships in team history. I've always considered myself to be a competitor and a leader. I take that same mentality to my team here at Integrity. Outside of the office I enjoy being as active as I can be. I'm an avid golfer and enjoy staying competitive and in shape with multiple basketball and sand volleyball leagues. Being close to family is something I enjoy and continue to take advantage of by visiting often.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
At Integrity we provide a variety of services that include holistic financial planning, investment management, charitable planning, trust services and more. As a Wealth Advisor I serve as the lead advisor for select client relationships deploying all of the services listed above. I've participated in over 400 joint appointments assuming trading.
Colorado Springs, Colorado, United States
As an Associate Wealth Advisor, I worked alongside senior advisors, managing client portfolios according to their stated objectives. I drafted in depth and complex financial plans and managed the implementation of those plans. I also lead the analysis on the firm's public market portfolios and the underlying investments, then presented my research to the.
Assumed the responsibility of the continual monitoring of the alternative investments on the platform conducting over 90 valuations a year and presenting them to a 9 member investment committee. Provided expert guidance and insights to clients and colleagues, helping them understand the benefits and risks of different types of public and private investments.
Monument, Colorado, United States
Working at Flying Horse Club and Resort I was able to interact with a group of highly motivated and skilled individuals dedicated to delivering quality hospitality services. I directed a fast-paced team to manage high end banquet style events for up to 200 guests. I also had the opportunity to develop the food and beverage program on the new Flying Horse.
I provided fine dining resort level services to members and guests at the Steakhouse. I also handled the in room delivery program that presented the same high level of service and hospitality.
Other employees you can reach at integrityadvisorsolutions.com. View company contacts for 7 employees →
Jeff Gott, Mba, Cfp® Professional
Colleague at Integrity Wealth AdvisorsGreater Colorado Springs Area, United States
View →
AF
Anna Fry, Cfp®
Colleague at Integrity Wealth AdvisorsColorado Springs, Colorado, United States, United States
View →
LD
Larry Dozier, Mba, Atfa
Colleague at Integrity Wealth AdvisorsColorado Springs, Colorado, United States, United States
View →
JA
Jason Akridge, Cfp®, Cws®
Colleague at Integrity Wealth AdvisorsColorado Springs, Colorado, United States, United States
View →
Activities and Societies: Member of UCCS Track & Field and Alpha Sigma Phi Fraternity
Quick answers generated from the profile data available on this page.
Derek Valdez works for Integrity Wealth Advisors.
Derek Valdez is listed as Wealth Advisor at Integrity Wealth Advisors.
Derek Valdez is based in Colorado Springs, Colorado, United States while working with Integrity Wealth Advisors.
Derek Valdez has worked for Integrity Wealth Advisors and Flying Horse Club And Resort.
Derek Valdez's colleagues at Integrity Wealth Advisors include Jeff Gott, Mba, Cfp® Professional, Anna Fry, Cfp®, Larry Dozier, Mba, Atfa, and Jason Akridge, Cfp®, Cws®.
You can use AeroLeads to view verified contact signals for Derek Valdez at Integrity Wealth Advisors, including work email, phone, and LinkedIn data when available.
Derek Valdez holds Certified Investment Management Analyst Education Program from University Of Chicago Booth School Of Business Executive Education.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Derek Valdez you were looking for.
View similar profiles
