Derek Hicks
Principal | CPA, CFP®, CFA
- Role
- Principal at CLA (CliftonLarsonAllen)
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Derek Hicks
With over 20 years of professional experience, including my current role as a Principal at CliftonLarsonAllen Wealth Advisors, LLC, I\'ve honed a deep expertise in personal financial planning and investment advisory. My competencies extend to delivering tailored advice that enables clients to make informed financial decisions. At the heart of my mission is the commitment to the financial well-being of my clients, guided by the values and culture of our organization. Leveraging skills in insurance and strategic financial oversight gained from my tenure, I constantly seek to provide solutions that align with our clients\' aspirations and the long-term goals of CliftonLarsonAllen.
Experience
Principal
Jun 2007 — Present
Provide advice to assist clients in making smart financial decisions
Education
Breck School
High School Diploma
1997 — 2001
Pepperdine University
Bachelor of Science (BS)
2001 — 2005
Skills
- Financial Planning
- Investment Advisory
- Accounting
- Estate Planning
- High Net Worth Individuals
- Insurance
- Retirement Planning
- Asset Management
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- Personal Financial Planning
- Financial Planners
- Wealth Management
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