Derek Spencer, CFP®
Partner
Derek joined the firm as a partner in 2015 and has over seventeen years of experience working with businesses from various industries. He has the CFP® (CERTIFIED FINANCIAL PLANNER) professional designation.
His practice focuses on Employee Benefits Planning and Business Owner Planning.
To schedule a meeting or conference call with Derek, please call the office (973) 971-0002.
*Derek Spencer is not registered to offer securites or investment advisory services and is insurance licensed only