Cfp Derek Ghia Cima Email & Phone Number | As a CERTIFIED FINANCIAL PLANNER, and Certified Investment Management Analyst, I provide financial leadership to company retirement plans bringing them up to date with optimal design, cost-effectiveness, and reduced liability exposure. I help pre-retirees/retirees take back control, confidence, and comfort within their retirement plan. I provide a family office relationship that utilizes advanced financial and estate planning strategies to reduce taxes, protect assets, and maximize wealth. My clients come to me when they: ✅ Want to mitigate risk: tax, market, legal, longevity, health ✅ Want their tax plan to be congruent with their holistic financial plan ✅ Want to maximize retirement cash flow allowing them to spend their assets with confidence ✅ Rather have their time and attention spent elsewhere, like family and serving others ✅ Do not know whom they can trust If you're like most successful people, you understand that planning for retirement requires more than just putting money in a retirement account and riding out the market. It requires a different mindset, a different skillset, and a different toolbox. As you approach retirement (within 10 years) you should not be: ❌ Worrying about a possible rising tax environment that could upend your retirement plans ❌ Stressing about your investments – not enough growth? Too much risk? ❌ Wondering how much you will need to retire ❌ Anxious about when you can retire ❌ Trying to learn everything about investing, income planning, taxes, Social Security, etc. Working together we can quickly develop and implement a personalized strategy to help you: 🎯 Gain control, confidence, and comfort with an income, investment, tax, health, and legacy plan 🎯 Avoid costly retirement mistakes 🎯 Reduce taxes in retirement 🎯 Lower your risk 🎯 Live your retirement, your way, and worry less about finances How can I come alongside you to handle the complexities of your financial life? You’re busy helping others, managing your business, and impacting your community. You're not in the business of analyzing taxes, investments, and risk. Yet too much of your time is spent wondering "Am I going to be okay?" That’s where I come into play. I'm here to take the guesswork out and give you the control, confidence, and comfort for your retirement, your way. If you’re ready to get answers for your future, I invite you to send a message here on LinkedIn or schedule a quick 15-minute call where we can chat about your situation.

Cfp Derek Ghia Cima

As a CERTIFIED FINANCIAL PLANNER, and Certified Investment Management Analyst, I provide financial l...
Franklin, Tennessee, United States

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Cfp Derek Ghia Cima’s Email derek@greensviewwealth.com

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Cfp Derek Ghia Cima’s Location Franklin, Tennessee, United States

Cfp Derek Ghia Cima’s Current Industry North Corner Wealth

Cfp Derek Ghia Cima’s Prior Industry Ria | Morningstar | Morningstar Investment Services | New England Financial | Merrill Lynch

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Work Experience

North Corner Wealth

Founder

2018-01-01 00:00:00 - Present

Ria

Chief Executive Officer

2021-11-01 00:00:00 - 2024-01-01 00:00:00

Morningstar

Regional Sales Director

2016-01-01 00:00:00 - 2018-01-01 00:00:00

Morningstar Investment Services

Internal Sales Consultant - Team Lead

2014-01-01 00:00:00 - 2016-01-01 00:00:00

New England Financial

Investment Advisor

2008-01-01 00:00:00 - 2010-01-01 00:00:00

Merrill Lynch

Finance Intern

2007-01-01 00:00:00 - 2007-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cfp Derek Ghia Cima

Cfp Derek Ghia Cima is located at
Franklin, Tennessee, United States

Cfp Derek Ghia Cima is a As a CERTIFIED FINANCIAL PLANNER, and Certified Investment Management Analyst, I provide financial leadership to company retirement plans bringing them up to date with optimal design, cost-effectiveness, and reduced liability exposure. I help pre-retirees/retirees take back control, confidence, and comfort within their retirement plan. I provide a family office relationship that utilizes advanced financial and estate planning strategies to reduce taxes, protect assets, and maximize wealth. My clients come to me when they: ✅ Want to mitigate risk: tax, market, legal, longevity, health ✅ Want their tax plan to be congruent with their holistic financial plan ✅ Want to maximize retirement cash flow allowing them to spend their assets with confidence ✅ Rather have their time and attention spent elsewhere, like family and serving others ✅ Do not know whom they can trust If you're like most successful people, you understand that planning for retirement requires more than just putting money in a retirement account and riding out the market. It requires a different mindset, a different skillset, and a different toolbox. As you approach retirement (within 10 years) you should not be: ❌ Worrying about a possible rising tax environment that could upend your retirement plans ❌ Stressing about your investments – not enough growth? Too much risk? ❌ Wondering how much you will need to retire ❌ Anxious about when you can retire ❌ Trying to learn everything about investing, income planning, taxes, Social Security, etc. Working together we can quickly develop and implement a personalized strategy to help you: 🎯 Gain control, confidence, and comfort with an income, investment, tax, health, and legacy plan 🎯 Avoid costly retirement mistakes 🎯 Reduce taxes in retirement 🎯 Lower your risk 🎯 Live your retirement, your way, and worry less about finances How can I come alongside you to handle the complexities of your financial life? You’re busy helping others, managing your business, and impacting your community. You're not in the business of analyzing taxes, investments, and risk. Yet too much of your time is spent wondering "Am I going to be okay?" That’s where I come into play. I'm here to take the guesswork out and give you the control, confidence, and comfort for your retirement, your way. If you’re ready to get answers for your future, I invite you to send a message here on LinkedIn or schedule a quick 15-minute call where we can chat about your situation.

Cfp Derek Ghia Cima currently works in the North Corner Wealth |

No Languages Available

Cfp Derek Ghia Cima has prior
experience in the following industries:
Ria | Morningstar | Morningstar Investment Services | New England Financial | Merrill Lynch

Cfp Derek Ghia Cima has the following professional experience:
North Corner Wealth | Ria | Morningstar | Morningstar Investment Services | New England Financial | Merrill Lynch