Derek Pilkington
Co-Owner - Pilkington Financial Group, LLC
- Role
- Co-owner at Pilkington Financial Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Derek Pilkington
My name is Derek and I specialize in helping people organize and gain control of their financial lives. I\'ve found that successful people are typically the busiest, and oftentimes they are not able to allocate as much time to managing their finances as they would like. With less time to focus on finances, small mistakes tend to happen. Over time, these small mistakes begin to compound and can end up costing you thousands of dollars in taxes, fees, and missed opportunities. By treating each person\'s situation as if it were my own, I help people eliminate these mistakes and make meaningful progress on their financial goals.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Experience
Co-owner
Feb 2015 — Present · Denver, CO, US
Pilkington Financial is a family-owned, independent financial planning firm started in 1974. With locations in Sterling and Denver, we strive to provide forward-thinking investment and retirement strategies to help our clients seek financial confidence. We are passionate about helping our clients balance the complexities of investing wisely and defensively for the future, while living life to the fullest today. And we are dedicated to making a difference in our community.
Education
The University of New Mexico
Accounting
2005 — 2007
University of San Diego
Bachelor’s Degree, Accounting
2008 — 2010
Skills
- Life Insurance
- Licensed Life Insurance Agent
- Protection Planning/Family Security
- Annuity Sales
- Management
- Financial Services
- Thought Leadership
- Estate Planning
- Multi-Tasking Skills
- Time Management
- Investments
- Retirement Planning
- Leadership
- Succession Planning
- Protection Planning
- 401(K) Rollovers
- Small Business
- Legacies
- Key Person Protection
- Asset Protection
- Wealth Preservation Planning
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Small Business Planning
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