Derek Lobo

Background

About Derek Lobo

An experienced and result-driven Financial Advisor with overall 23+ years demonstrated history of working in the financial industry with diversified experience from entry level to management level positions both within the home and global markets. Spent 13+ years in banking and 10+ years in derivatives exchange. Highly skilled in sales, business development, customer experience, and team management. A go-getter who loves helping individuals, busy professionals, and families align money with their life by taking a collaborative and comprehensive approach to financial advising, planning, working together to build a plan that reflects THEM, THEIR FAMILIES and THEIR LIFE using a holistic approach to make their financial goals a reality. HOW DO I HELP: ORGANIZE financial life, allowing clients to make better decisions REDUCE financial stress, letting clients enjoy life, not worry about it PROTECT what's important to clients and their families BUILD a plan for clients money that reflects their unique values, goals and dreams RECLAIM valuable time to spend with family and friends, instead of crunching numbers ACHIEVE clients goals and dreams through personalized, comprehensive advice LIVE LIFE TO THE FULLEST knowing that the plan will adapt as you and your life change