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 an Advisor, I’m passionate about helping every client meet 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 relatively few that will 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 investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.