Woody Derricks, Cfp®, Adpa® Email and Phone Number
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Woody Derricks, Cfp®, Adpa® personal email
Woody Derricks, Cfp®, Adpa® phone numbers
With over 23 years of experience in the financial services industry, I am passionate about helping clients achieve their financial goals and navigate the complex challenges they face. As the President and Partner of Partnership Wealth Management, I provide customized investment strategies, comprehensive financial planning, and collaborative advice for our clients, with a focus on LGBT clients, charitable giving, and pension plans.I am a CERTIFIED FINANCIAL PLANNER® professional and have the Accredited Domestic Partnership Advisor™ designation, as well as a certificate in philanthropic solutions in financial planning. I also write and speak regularly on financial topics, especially those related to the LGBT community. I am committed to promoting diversity, inclusion, and sustainability in the business world and beyond, and I serve on various boards and organizations that support these causes. I believe in making a positive impact on the lives of our clients and the communities we serve.CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
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President, PartnerPartnership Wealth Management Sep 2005 - PresentTowson, Maryland, UsI am a CERTIFIED FINANCIAL PLANNER™ professional and have the Accredited Domestic Partnership Advisor™ designation. I'm also a certificate holder of the Mastery of Philanthropic Solutions in Financial Planning by the Financial Planning Association/American Heart Association. As the President of Partnership Wealth Management, my focus is on client service, assisting clients with their complex financial planning needs, and coordinating advice with the other professionals in our clients' lives. I specialize in working with LGBT clients, charitable-giving strategies, and clients with pension plans.At Partnership Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future. We offer detailed financial plans, customized investment strategies, and collaborative advice to our clients. Our focus is providing excellent service; we want each client to feel as though they are our only client. We are not a large firm for that reason. If you’re looking for an independent financial advisory team that provides advice tailored to you while coordinating with your CPA and attorney, then contact us today.Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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Financial AdvisorLpl Financial Sep 2005 - Dec 2016San Diego, Ca, Us -
Manager, Financial AdvisorWachovia Securities Jan 2000 - Sep 2005San Francisco, California, Us -
Supervisor, Financial AdvisorAmerican Express Financial Advisors May 1998 - Jan 2000Us
Woody Derricks, Cfp®, Adpa® Skills
Woody Derricks, Cfp®, Adpa® Education Details
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University Of MarylandMinor-History
Frequently Asked Questions about Woody Derricks, Cfp®, Adpa®
What company does Woody Derricks, Cfp®, Adpa® work for?
Woody Derricks, Cfp®, Adpa® works for Partnership Wealth Management
What is Woody Derricks, Cfp®, Adpa®'s role at the current company?
Woody Derricks, Cfp®, Adpa®'s current role is President, Partner @ Partnership Wealth Management | CFP, ADPA.
What is Woody Derricks, Cfp®, Adpa®'s email address?
Woody Derricks, Cfp®, Adpa®'s email address is ad****@****pwm.com
What is Woody Derricks, Cfp®, Adpa®'s direct phone number?
Woody Derricks, Cfp®, Adpa®'s direct phone number is +141073*****
What schools did Woody Derricks, Cfp®, Adpa® attend?
Woody Derricks, Cfp®, Adpa® attended University Of Maryland.
What are some of Woody Derricks, Cfp®, Adpa®'s interests?
Woody Derricks, Cfp®, Adpa® has interest in Football, Children, My Dogs, Civil Rights And Social Action, Education, Environment, Red Sox, The Outdoors, Human Rights, Animal Welfare.
What skills is Woody Derricks, Cfp®, Adpa® known for?
Woody Derricks, Cfp®, Adpa® has skills like Customer Service, Strategic Financial Planning, Wealth Management, Retirement Planning, Iras, Asset Management, Insurance, Investments, Financial Analysis, Mutual Funds, Securities, Retirement.
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