Derek Giacomazzi

Derek Giacomazzi

Vice President, Clergy Planning Group

Derek has 25 years of experience as a financial professional. He is currently a Vice President with Clergy Planning Group, assisting churches and pastors with financial and retirement planning.  Previously, he spent 17 years as Divisional Vice President of the Retirement Benefits Group providing wealth management services and financial education planning to those who serve and build our communities, educators, and staff in our public schools, churches, and other non- profit organizations.  He has a Wharton Certificate in Retirement Planning as well as Series 7, 6, 63, 65 and 24 registrations.  Derek also earned a RICP from The American College.  Derek and his wife, Carol live in Porter Ranch, CA and have two children in college.

 

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

 

 

California Insurance License #: OB14963


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 818-587-4204