Derek M. Giacomazzi
Managing Partner
Derek resides in California with his wife and two children. He maintains the highest standards of integrity and professionalism in his relationship with you, his client. Derek travels extensively to churches and organizations around the country, educating ministers on their unique clergy benefits and how they can be optimized with the right planning and tools.
His 30 years’ experience as a Financial Advisor with his broker-dealer, now Equitable Advisors has an emphasis on Retirement planning with Churches, educators, municipalities, and nonprofit organizations.
During his 17 years’ experience as Divisional Vice President with Equitable Advisors-RBG. He was responsible for hiring, training, developing, and mentoring financial professionals.
His Professional Sponsorships include:
Gold level sponsor for United Teachers Los Angeles (UTLA) Leadership Conference
CASBO member – Since 2005
ACSA Corporate Sponsor since 2014
Credentials
Retirement Benefits Specialist Tax Sheltered Plans, Equitable Advisors supplemental title
Retirement Income Certified Professional, RICP designation
Series 7,6,63,65 and 24 FINRA registrations
Wharton Certificate in Retirement Planning
California Insurance License #0B14963
Arkansas Insurance License #390570
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
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.