Derrick Chandler (CFP®)

Derrick Chandler focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Derrick is a Certified Financial Planner® who has been with the firm since 2002 and oversees our Portfolio Management Department. His clients are retirees, business owners and young professionals who are building their financial portfolios and wish to secure their cash flow, minimize taxes, develop a financial/retirement model and have their investments professionally managed.

 

Derrick’s expertise lies in the areas of designing complex financial 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. Derrick also works with our business clients in the design of their 401(k) plans and monitors the allocation of the investments.

Additional Information

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.

NAPFA Start Date

January 31, 2011

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This Office

200 S Orange Ave Ste 2025 Orlando, FL 32801-3439 Phone: (407) 869-6228 Fax: (407) 869-6558