Delta Community Retirement & Investment Services
Derek Mathison, CRPC®
LPL Financial Advisor
Specialties: Retirement Planning, Investment Planning, Insurance Planning, General Financial Planning, Wealth Management
I enjoy building long-lasting relationships with clients by assisting them with their specific needs in mind, as no two situations are ever the same. As a LPL Financial Advisor, I’m passionate about helping every client manage their financial planning goals and am motivated by the satisfaction of knowing that what I do makes a difference in people’s lives. I experience a myriad of emotions each day when meeting with clients and prospects, everything from elation when plans I put together for clients are making a tangible difference in their lives, to the heartbreak of prospects that have never sat down with an advisor and are woefully underfunded for retirement.
There are many licensed advisors in the Atlanta area, but some may not offer the kind of heartfelt, honest service that I provide. I try to think of everyone I advise as a friend whose interests I take to heart. Working for Delta Community Retirement & Investment Services allows me to have an impact on more people’s lives than at a large investment firm. Everyone can benefit from the service and counsel of a financial advisor. Even if you’re satisfied with your current advisor, I would be happy to review and analyze your retirement plan.
I have a B.B.A. in Finance from Georgia State University. I’ve earned the Chartered Retirement Planning CounselorSM designation and am currently working toward the CERTIFIED FINANCIAL PLANNER™ designation.
Living in Georgia since 1979, I currently reside in Sandy Springs. Traveling and learning about other people, places and cultures is a passion of mine. As an avid outdoorsman, I enjoy fishing, hiking and sightseeing.
Derek is a Chartered Retirement Planning CounselorSM.
Delta Community Retirement & Investment Services offers access to investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are: