Derick Kann

Derick Kann Email and Phone Number

Senior Vice President, Wealth Advisor at Index Fund Advisors @ Index Fund Advisors, Inc.
irvine, california, united states
Derick Kann's Location
Austin, Texas Metropolitan Area, United States
Derick Kann's Contact Details

Derick Kann work email

Derick Kann personal email

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About Derick Kann

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.

Derick Kann's Current Company Details
Index Fund Advisors, Inc.

Index Fund Advisors, Inc.

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Senior Vice President, Wealth Advisor at Index Fund Advisors
irvine, california, united states
Website:
ifa.com
Employees:
36
Derick Kann Work Experience Details
  • Index Fund Advisors, Inc.
    Senior Vice President, Wealth Advisor
    Index Fund Advisors, Inc. Feb 2016 - Present
    111 Congress Ave Suite 483
    Derick 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.
  • Usaa
    Senior Wealth Manager
    Usaa Jan 2011 - Feb 2016
  • Usaa
    Wealth Manager
    Usaa Jan 2009 - Jan 2011
  • Usaa
    Certified Financial Planner
    Usaa Aug 2006 - Jan 2009
  • Usaa
    Senior Advisor For Usaa Private Investment Management
    Usaa Jan 2004 - Sep 2006
  • Usaa
    Life Select/High Net Worth Relationship Manager
    Usaa Jul 2002 - Jan 2004
  • Usaa
    Executive Communications Analyst
    Usaa Apr 2002 - Jul 2002
  • Usaa
    Usaa Relationship Manager
    Usaa Jul 2000 - Apr 2002
  • Usaa
    Financial Services Advisor For Life And Investment Management Company
    Usaa Jul 1996 - Mar 2002
    San Antonio, Texas Area
  • Us Army
    Ada Patriot Missile 11Th Brigade 3/43 Alpha Battery
    Us Army 1993 - 1995
    Ft. Bliss Texas And Saudi Arabia

Derick Kann Skills

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 Financial Advisory Retirement Financial Services

Derick Kann Education Details

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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