Derek Hicks

Senior Wealth Advisor
Financial Planning
CliftonLarsonAllen
United States of America

Biography

11 years providing personal financial planning, investment advisory for individual and institutions, retirement planning including qualified and non-qualified plans, insurance/risk management, and succession planning for business owners. 2 years in public accounting, gaining CPA certification. Hold CFA and CFP designations, Series 63,65,7 licensed, life/accident/health licensed insurance agent.

Research Interest

Accounting, Financial Planning, Investment Advisory, Retirement Planning, Risk Management, and Succession Planning

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