Derek Burgan

Background

About Derek Burgan

As a CERTIFIED FINANCIAL PLANNER®, I am committed to helping individuals and families achieve their financial goals. With a passion for building lasting relationships and a deep understanding of the financial landscape, I provide personalized guidance and tailored solutions to my clients. My approach is centered around understanding each client's unique situation, risk tolerance, and objectives. I take the time to listen, educate, and empower my clients to make informed decisions about their financial futures. My expertise spans retirement planning, investment strategies, estate considerations, and portfolio review. I am committed to excellence and have earned a reputation as a trusted and knowledgeable financial advisor. I am dedicated to staying up-to-date on industry trends and developments, ensuring my clients receive the most effective and innovative solutions. Outside of work, I cherish time with my beautiful family. Family is a vital part of my life and I find joy in creating lasting memories with my wife and kids. I look forward to helping you achieve your financial aspirations. Please feel free to reach out to me to schedule a meeting and start your journey towards financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see