Derick Kann Email and Phone Number
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Derick Kann is a Senior Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc (www.ifa.com). He has more than 20 years of experience in the financial services industry and is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living® (CASLTM), Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Asset Management SpecialistSM (AAMS®).Derick specializes in long-term investment and retirement planning for a range of clients including high net worth individuals and families, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.Derick understands that not all clients share the same knowledge regarding the investing process. He skillfully identifies clients’ needs and educates them about the benefits associated with a passive investment strategy—creating peace of mind as well as a comprehendible financial solution to assist clients in reaching their financial goals.Derick earned his undergraduate degree in Business Administration from the University of Texas at San Antonio and his masters degree in Business Administration from the University of the Incarnate Word. He is a member of the Financial Planning Association (FPA) and a lifetime member of Delta Mu Delta Honor Society. In his spare time, he enjoys spending time with family, travel, and volunteer work.
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Senior Vice President, Wealth AdvisorIndex Fund Advisors, Inc. Feb 2016 - Present111 Congress Ave Suite 483Derick Kann is a Senior Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He has more than 20 years of experience in the financial services industry and is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor for Senior Living® (CASLTM), Chartered Mutual Fund CounselorSM (CMFC®), Chartered Retirement Planning CounselorSM (CRPC®) and Accredited Asset Management SpecialistSM (AAMS®).Derick specializes in long-term investment and retirement planning for a range of clients including high net worth individuals and families, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.Derick understands that not all clients share the same knowledge regarding the investing process. He skillfully identifies clients’ needs and educates them about the benefits associated with a passive investment strategy—creating peace of mind as well as a comprehendible financial solution to assist clients in reaching their financial goals.Derick earned his undergraduate degree in Business Administration from the University of Texas at San Antonio and his masters degree in Business Administration from the University of the Incarnate Word. He is a member of the Financial Planning Association (FPA) and a lifetime member of Delta Mu Delta Honor Society. In his spare time, he enjoys spending time with family, travel, and volunteer work. -
Senior Wealth ManagerUsaa Jan 2011 - Feb 2016 -
Wealth ManagerUsaa Jan 2009 - Jan 2011 -
Certified Financial PlannerUsaa Aug 2006 - Jan 2009 -
Senior Advisor For Usaa Private Investment ManagementUsaa Jan 2004 - Sep 2006 -
Life Select/High Net Worth Relationship ManagerUsaa Jul 2002 - Jan 2004 -
Executive Communications AnalystUsaa Apr 2002 - Jul 2002 -
Usaa Relationship ManagerUsaa Jul 2000 - Apr 2002 -
Financial Services Advisor For Life And Investment Management CompanyUsaa Jul 1996 - Mar 2002San Antonio, Texas Area -
Ada Patriot Missile 11Th Brigade 3/43 Alpha BatteryUs Army 1993 - 1995Ft. Bliss Texas And Saudi Arabia
Derick Kann Skills
Derick Kann Education Details
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Business -
Management With International Business Concentration
Frequently Asked Questions about Derick Kann
What company does Derick Kann work for?
Derick Kann works for Index Fund Advisors, Inc.
What is Derick Kann's role at the current company?
Derick Kann's current role is Senior Vice President, Wealth Advisor at Index Fund Advisors.
What is Derick Kann's email address?
Derick Kann's email address is de****@****ail.com
What is Derick Kann's direct phone number?
Derick Kann's direct phone number is (949) 502*****
What schools did Derick Kann attend?
Derick Kann attended University Of The Incarnate Word, The University Of Texas At San Antonio.
What skills is Derick Kann known for?
Derick Kann has skills like Financial Planning, Personal Financial Planning, Certified Financial Planner, Wealth Management, Wealth Management Services, Index Funds, Investment Strategies, Comprehensive Planning, Estate Planning, Risk Management, Retirement Planning, Investments.
Who are Derick Kann's colleagues?
Derick Kann's colleagues are Daniel Chong, Cfp®, Danzetec Capital, Michael Auchterlonie, Jeffrey Broadhurst, Cfa, Cfp, Terri Tucker, Martin Ortiz, Kimberly Bennett.
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