Who We Are...
Meet Our Team
Derrick Chandler, CFP®
Derrick’s expertise lies in the areas of designing complex financial plans and retirement models. These scenarios include tax projections, portfolio performance, cash flow analysis, long-term care needs analysis, and determining sustainable withdrawal rates for client portfolios. He also works with our business clients in the design of their 401(k) plans and monitors the allocation of the investments.
Derrick is an active member of the Central Florida chapter of Financial Planning Association where he has participated on the “Financial Planning Hotline” for several years. His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column.
Derrick earned a Bachelor of Science degree in Finance from the University of Central Florida, where he also completed their rigorous Financial Planning Certificate Program.