Derek M. Giacomazzi

Vice President-Clergy Planning Group, RICP

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Experience

  • 27 Years experience as a Financial Advisor with Equitable Advisors.  Emphasis on Retirement planning with Churches,  educators, municipalities, and non profit organizations.
  • 17 Years experience as Divisional Vice President with Equitable Advisors-RBG.  Responsibilities include hiring, training, developing and mentoring financial professionals.
  • Developed relationships within Los Angeles Unified School District for over 17 years.  Currently servicing over 4,500 clients inside Churches, School Districts and Municipalities.

Professional Sponsorships

  • Gold level sponsor for United Teachers Los Angeles (UTLA) Leadership Conference
  • CASBO member – Since 2005
  • ACSA Corporate Sponsor since 2014

Career Accomplishments/Awards

  • Developing District Award # 2 in the country 2001 and 2002
  • District Leadership Award top ten in the Country 2002 and 2003
  • Top ten in established RBG standings 2004-2007
  • 16 time National Leader Core Producer
  • 10 time Centurion Producer Award
  • Hallmark I Producer Award
  • Hall of Fame Producer Award
  • Qualifying candidate for the Million Dollar Round Table for the last 20 consecutive years.

Credentials

  • Retirement Benefits Specialist Tax Sheltered Plans
  • Retirement Income Certified Professional, RICP
  • Series 7,6,63,65 and 24 licenses
  • Wharton Certificate in Retirement Planning
  • California Insurance License #0B14963

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.

Phone 818-587-4204