Kath Derisson
Founder | Fyvie Family Group | Financial Planning, Investment Management & Strategy for: International | Global Movers | Entrepreneurs | New Wealth | Next-gen | Athletes, Actors & Entertainment | HENRYs
- Role
- Founder at Fyvie Financial
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Kath Derisson
With almost 20 years of experience in the financial industry, across the USA and UK, Kath specializes in holistic financial planning. Fyvie’s clients primarily consist of UK and US cross-border connected individuals and their families, women and their families and high-net-worth individuals including new wealth and business owners. The firm facilitates collaboration between other professionals and creates a ‘mini family office’ in a remote environment. Kath and her firm are committed to a fiduciary, client-first approach. Whilst not currently active in the UK, Kath’s licenses with the Diploma in Financial Advice (DipFA) and additional Pension Specialist qualifications are kept current alongside her current completion of CFP education requirements in the US prior to examination, in addition to taxation qualifications and specialist routes. YFM is a Financial Literacy and Financial Coaching company that has a low barrier to entry, providing access to information key to families and individuals of a variety if demographics who need a ‘go to’ place for information that is correct, accessible and focused on helping those typically excluded from much needed help and assistance with no bias, religious focus nor prejudice.
Experience
Founder
May 2020 — Present · Omaha, NE, US
Fyvie provides financial planning and investment management services to all, locally and nationally in the US, expatriates and immigrants within the US, and Americans overseas in Europe, Asia and other jurisdictions. We are not your traditional Financial Planning firm and are always looking outside of the box for different ideas to suit our clients varying wants and needs. Additional services provided by are firm are: tax preparation for UK and US taxes, payroll and bookkeeping. We are an inclusionary firm, ensuring equitable access to financial planning for complex needs if available and affordable to all.
Education
Metropolitan Community College
Certificate in Financial Planning, Financial Planning and Services
2020 — 2021
LIBF
AwPETR, Financial Planning and Services
2016 — 2016
LIBF
AdvDipFA
2013 — 2016
Swansea University / Prifysgol Abertawe
BA Hons, English Language and Literature, General
2002 — 2005
Swansea University / Prifysgol Abertawe
Bachelor of Arts - BA, English Language and Literature/Letters
Metropolitan Community College
CFP Required Study Path, Financial Planning and Services
LIBF
Diploma in Financial Advice, DipFA
2010 — 2010
Gorseinon College, Swansea
Bachelor of Arts (BA), General Studies
2000 — 2002
LIBF
Certificate in Financial Advice
2008
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.