Derek Ackerman
Advisory Team Associate at Focus Partners Wealth
- Role
- Advisory Team Associate at Focus Partners
- Location
- Menlo Park, CA, US
- LinkedIn followers
- 500 followers
Experience
Advisory Team Associate
Jul 2025 — Present · Menlo Park, CA, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July, 2025. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Education
Santa Clara University Leavey School of Business
Bachelor of Science - BS
2015 — 2019
Santa Clara University
Bachelor of Science in Commerce
2015 — 2019
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