Derrick Avelar, CFP®, Wealth Manager

Derrick serves as a Wealth Manager, working directly with his clients to build, implement, and maintain a comprehensive financial plan that helps bring comfort, understanding, and a detailed approach to how we will help them accomplish their goals. He focuses on retirement planning, investment management, risk assessment, estate planning, tax planning strategies and aggregated financial planning.

Prior to joining Creative Planning, Derrick was the Director of Wealth Management and a Senior Financial Consultant for an independent investment advisory firm where he served high net worth individuals and families. Derrick was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.

Derrick received his bachelor’s degree from the University of St. Thomas in St. Paul, Minnesota. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Derrick’s wife Rebecca is a 1st grade elementary school teacher and they have three children who are passionate hockey players. He has completed three full distance Ironman triathlon races, two marathons, and is still very active in the local triathlon community by leading a group of local triathletes. Derrick is also a very avid hockey player and youth hockey coach for his children.

(612) 518-7511

[email protected]

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PETER MALLOUKPRESIDENT
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