Derek N. H. Notman

About Derek N. H. Notman

Hi, I’m Derek – a REBL Dad and recovering financial advisor turned fintech founder on a mission to make money less intimidating and a lot more human. I’ve never been a fan of stuffy suits and corporate jargon – in fact, you’ll more often find me in flip-flops than a tie.(Someone once jokingly compared me to “The World’s Most Interesting Man,” but I promise I’m mostly just a guy who loves a good story and a good laugh!) On the personal side, I’m a proud dad and husband who’s learned that life is too short not to prioritize what truly matters. Born in Ireland and raised by international parents, I’ve got a bit of an adventurous streak. I love world travel, live for ocean sunsets (surfboard nearby), and I’ll happily trade business talk for a story about your favorite trip or the classic car you’re tinkering with. After 20 years in the finance world, I came to believe we could do better by actually connecting with people. So I ditched the old-school playbook and built a fintech company aimed at fixing how we connect around money.(Think dating app, but for finding the right financial advisor – minus the awkward small talk.) My philosophy is simple: tech should enhance human connection, not replace it. Whether I’m co-hosting a podcast to challenge the status quo in financial advice or brainstorming a new solution, I keep the focus on real conversations and trust and try to have a lot of fun doing it. Bottom line: I’m here to help and connect. If you’re looking to chat about fintech, financial wellness, or even swapping dad jokes and travel tales, I’m all ears. Feel free to reach out – I’d love to connect on a genuine level. 🤝

Experience

1. Podcast Host

   Rethink. Financial Advice Podcast

   May 2021 — Present · US

   Fellow Fintech CEO Adam Holt and I are hosting Rethink. Financial Advice podcast. With decades of real-world experience as veterans and actively practicing advisors, we are rethinking what it takes to succeed as a financial advisor in the 21st century.

Education

• The American College of Financial Services

  ChFC, CLU, LUTCF

  2006 — 2010

• University of Minnesota Duluth

  BA

  1998 — 2002

Skills

• Entrepreneurship
• Wealth Preservation Planning
• Wealth Transfer
• Investments
• Estate Planning
• Retirement
• Insurance
• Key Person Protection
• Multi-Generational Wealth Transfer
• Protection Planning/Family Security
• Protection Planning
• Wealth
• Retirement Planning
• Start-Ups
• Leadership
• Customer Service
• Life Insurance
• Strategy
• Business Strategy
• Social Media
• Public Speaking
• Small Business
• Marketing Strategy
• Social Networking
• Business Planning
• Mergers & Acquisitions
• Social Media Marketing
• Cfp
• Certified Financial Planner
• Risk Management
• Exit Strategies
• Liquidity Event
• Financial Planning
• Strategic Planning
• Financial Services
• Marketing
• Mutual Funds
• Long-Term Care
• Business Development
• Wealth Entrepreneurs