Derek Spencer, CFP®


Derek joined the firm as a partner in 2015 and has over twelve years of experience working with individuals, families and business owners from various financial backgrounds.

His practice focuses on two types of financial and business planning: Individual Financial & Retirement Planning for individuals and families, and Employee Benefits Planning for businesses. 

He currently holds investment licenses in New Jersey, New York, Florida and California, and life and health insurance licenses in New Jersey, New York, Pennsylvania, Texas, Michigan and California (California life & health insurance license #OH10542).

To schedule a meeting or conference call with Derek, please call the office (973) 971-0002.

Phone (732) 417-5315, (973) 971-0002
Fax (973) 971-0027