Growing up in Jackson, California, Derek Smith chose a career in financial planning so he could help people solve their problems and organize their financial lives. He enjoys watching his clients realize they can achieve more than they ever thought possible. Derek is a graduate of the University of San Francisco where he obtained a degree in organizational behavior. During his time in school, Derek played soccer and basketball.
After graduation, Derek began his 25-year career in financial planning. Derrick is extremely proactive about providing resourceful alternatives to solve complex issues. He serves Business Owners, Executives, Professionals and High Net-Worth Families. He specializes in working from a client’s perspective with complete consideration of company benefits, retirement plans, investment accounts, insurance contracts, tax planning and real estate transactions and management.
Today, Derek lives in Folsom, California, where he loves to spend time with his wife Melissa and his nine children. When he isn’t helping his clients with advanced tax and wealth strategies, you can often find him leading his local Boy Scout troop and spending time outdoors.