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Delta Community Retirement & Investment Services
Derek Mathison, AIF®, CFP®
LPL Financial Advisor
Specialties: Retirement Planning, Investment Planning, Insurance Planning, General Financial Planning, Wealth Management
Derek Mathison believes that there are no secrets to success but that success is a result of preparation and hard work. Having grown up in a military family, and later going on to be a collegiate athlete, this belief has served as a guiding principle throughout Derek's life and has shaped his approach in helping Credit Union members through critical financial decisions and life events. Derek understands that, regardless of your professional occupation, personal finance is one of life's most sensitive subjects, and he strives to create a comfortable environment that gives members the freedom to voice their needs, concerns and most importantly, their dreams.
Usually the members Derek works with are diligent savers, working to achieve important financial goals, such as providing a quality education for their children or retiring comfortably, but what he finds is that many individuals prolong sitting down with a professional to ensure their efforts and goals are aligned. Derek is a patient listener who is approachable, compassionate, and dedicated to breaking down individual situations and providing need-based recommendations in a way all clients can understand.
Derek's personal values align closely with Delta Community Retirement & Investment Services' philosophy that every story matters. He finds his place in guiding others to and through retirement and strives to be a trusted advisor to clients and their families for generations to come.
Derek has lived in Georgia since 1979. A lifelong traveler, he is on a never-ending quest to learn about other civilizations and cultures. He is an avid outdoorsman who enjoys fishing, hiking and sightseeing.
Connect with Derek on LinkedIn®
Education:
- Bachelor of Business Administration, Finance, Georgia State University
Certifications | Licenses:
- FINRA® SIE, Series 7, 66 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
Locations Served:
- Marietta (Dallas Highway)
- Woodstock
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
LPL Financial
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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:
