Derek Merkler Cfp Email & Phone Number | Vision: Each veteran has an opportunity to organize and focus their financial lives to build wealth that will aid them in fulfilling their life's purpose. The financial services industry is often focused on helping people manage their money just before and during retirement. But few companies help people BUILD wealth. My objective is to change that, one veteran and one family at a time. Mission: To improve veterans' lives, one veteran at a time, by helping them establish their financial foundation and put them on a long-term path to financial success, independence, and security, enabling them to focus on their families and their careers. Values: -Loyalty: My first duty is to my clients, their interests, and their privacy. By limiting the number of clients that I serve, I am able to know them on a personal level, which leads to better long-term relationships and success. -Integrity: Honesty and candor form the basis of my client relationships. In a world where many paths can lead to accomplishing a goal, I review options with objectivity and explain the reasoning behind my recommendations, allowing clients to make informed decisions. -Simplicity: Complexity does not always lead to better outcomes. Rather, complexity is a necessary evil of the financial world. My planning and coaching process is designed to keep plans as simple and straightforward as possible while helping clients take control of their finances and build real wealth. -Education: I strive to teach clients not just what to do, but why. I want you to know the "why" behind my recommendations so you can take full ownership of YOUR plan rather than simply do what I tell you to do. Core Planning Areas: https://militaryfa.pxadvisor.com/services I do not sell high priced mutual funds, annuities, or whole-life insurance. For more information, please visit my website at MilitaryFA.pxadvisor.com.

Derek Merkler Cfp

Vision: Each veteran has an opportunity to organize and focus their financial lives to build wealth...
Seneca, Seneca, United States

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Derek Merkler Cfp’s Email website@militaryfa.pxadvisor.com

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Derek Merkler Cfp’s Location Seneca, Seneca, United States

Derek Merkler Cfp’s Current Industry Clifton Farm Parsonex Advisory Services, Inc.

Derek Merkler Cfp’s Prior Industry US Army

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Work Experience

Clifton Farm

Junior Partner

2019-01-01 00:00:00 - Present

Parsonex Advisory Services, Inc.

Investment Adviser Representative

2017-01-01 00:00:00 - Present

US Army

Heavy Attack Reconnaissance Troop Commander

2015-10-01 00:00:00 - 2017-05-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Derek Merkler Cfp

Derek Merkler Cfp is located at
Seneca, Seneca, United States

Derek Merkler Cfp is a Vision: Each veteran has an opportunity to organize and focus their financial lives to build wealth that will aid them in fulfilling their life's purpose. The financial services industry is often focused on helping people manage their money just before and during retirement. But few companies help people BUILD wealth. My objective is to change that, one veteran and one family at a time. Mission: To improve veterans' lives, one veteran at a time, by helping them establish their financial foundation and put them on a long-term path to financial success, independence, and security, enabling them to focus on their families and their careers. Values: -Loyalty: My first duty is to my clients, their interests, and their privacy. By limiting the number of clients that I serve, I am able to know them on a personal level, which leads to better long-term relationships and success. -Integrity: Honesty and candor form the basis of my client relationships. In a world where many paths can lead to accomplishing a goal, I review options with objectivity and explain the reasoning behind my recommendations, allowing clients to make informed decisions. -Simplicity: Complexity does not always lead to better outcomes. Rather, complexity is a necessary evil of the financial world. My planning and coaching process is designed to keep plans as simple and straightforward as possible while helping clients take control of their finances and build real wealth. -Education: I strive to teach clients not just what to do, but why. I want you to know the "why" behind my recommendations so you can take full ownership of YOUR plan rather than simply do what I tell you to do. Core Planning Areas: https://militaryfa.pxadvisor.com/services I do not sell high priced mutual funds, annuities, or whole-life insurance. For more information, please visit my website at MilitaryFA.pxadvisor.com.