The good news is that if you understand the importance of having a plan, your chances of achieving your hopes, dreams, and goals are greatly increased!
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Hello, my friends call me Derek or DJ. I am the Founder and CEO of Intrepid Wealth Partners. I also have co-founded two other companies, so I suppose you could say I have an understanding of what it means to build a business.
As an American and Irish dual national, who loves to travel, Derek looks at business and life through a global lens, with a broader perspective and vision. His travels throughout the world have taught him that most people are genuinely good and want what is best for themselves, their families, and others. He has had the privilege of meeting some great people along the way, who have helped him expand his horizons, both professionally and personally.
Outside of the office, Derek considers himself a bit of a “gearhead” as he loves unique and classic cars. He enjoys being at the ocean, scuba diving, surfing, fishing, and camping. He loves doing these activities with his wife, son and dog.
As a Certified Financial Planner® Professional, I specialize working with Entrepreneurs, Founders, and those driving Startup Companies, to help plan ahead for the protection, growth, and eventual transfer of their wealth. I specifically choose to work with these types of clients because I share an understanding and appreciation for what they go through while building their businesses. It was important for me to become a CFP® Professional, thus giving me a broader knowledge of the array of products and services available, while putting my clients interests first, and how to utilize these to best design a holistic, comprehensive financial plan*, based on what my clients need.