Derek believes that helping clients explore Lido’s full capabilities can help them define their needs.
Joined Lido: 2023
Homebase: Los Gatos, California
Professional Focus: His main focus is helping new clients understand the possibilities, find the appropriate path, and then work together exploring which of Lido’s capabilities may help ensure that their family and legacy are taken care of.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Finance, University of San Diego
Previous Work Highlights: Derek served the ultra-high net worth at SVB, Boston Private Wealth, and Banyan Partners. His previous experience includes client advisory, managing a team, and working with high-net-worth families.
Personal Facts: Derek resides in Los Gatos, CA, with his wife and two kids.