About Derek

My Mission

"To promote peace of mind and financial wellbeing by providing sensible insurance and financial solutions that fit the unique needs of individuals, families, and businesses."

  • Grew up in Kailua, Oahu and graduated from Kailua High School
  • Graduated from the University of Hawaii at Manoa with a BBA in Finance
  • Currently resides in Honolulu, Hawaii with my wife and two daughters
  • Started in the Financial Services Profession in 1998

Areas of Focus

  • Investments*
  • Retirement Planning
  • Insurance Planning
  • Education Funding
  • Wealth Transfer Strategies
  • Business Solutions

*Securities offered through NYLIFE Securities LLC (member FINRA/SIPC), a licensed insurance agency.

Recognition and Community Involvement

  • Life and Qualifying Member of the Million Dollar Round Table^
  • New York Life President's Council Member^^
  • Current member and past board member of the National Association of Insurance and Financial Advisors
  • Past President of the Rotary Club of West Honolulu
  • Current member of the University of Hawaii Letterwinner's Club
  • Past board member of NAKOA: University of Hawaii Football Club

Interests

  • Spending time with family
  • Sports
  • Golf
  • Social Events

 

^Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

^^Awarded by New York Life for outstanding sales achievements.

Calculators

Newsletters

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    A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

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Market Watch

March 26, 2019 @ 10:45 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.4%  
Nasdaq Composite ETF +0.3%  
S&P 500 ETF +0.4%  

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