Derek B. Ferriera, CFP®, CLU®, ChFC®, REBC®


(408) 879-4211

Email Address

Derek B. Ferriera understands:

  • Your desire to reach financial independence with certainty and tax efficiency.
  • Your desire to recruit, retain, and reward key employees for their hard work and dedication.
  • Your need to be equitable in the business you built with your partner.
  • Your hope to leave a legacy within your family or community after you are gone.
  • That while you are busy taking care of everyone else in your life, he can help take care of you.

Derek Ferriera is committed to understanding your situation and customizing a comprehensive financial plan to help achieve your goals. Whether you are an executive at a Fortune 500 company, a small business owner, the bread winner of your family or a company ready to go public, Derek and his team can help you translate your goals into action steps. Derek is a motivating catalyst to take the words from the plan into immediate action.

Derek brings over 30 years of experience to his clients. For many of the 30 years, Derek also coached and developed financial planners to help build successful practices. This provides Derek the depth and breadth of financial planning strategies that will optimize the various objectives his clients desire to reach. His experience on thousands of cases provides his clients the benefit of knowing that their plan will run through multiple design sessions before the appropriate options are presented to the client.

Derek is an active member of the financial planning community and keeps abreast of changes and innovations in the industry. He holds the following designations, certifications and affiliations listed below:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner certification, CFP®, 1990 College of Financial Planning, Denver
  • Life Underwriting Training Council Fellow designation, LUTCF, 1991
  • Agency Management Training Council AMTC, 1991
  • Chartered Life Underwriter designation, CLU, 1993, American College, Bryn Mawr, PA
  • Registered Employee Benefits Consultant designation, REBC, 1998
  • Certified Fund Specialist designation, CFS, Institute of Business & Finance, 1998
  • Board Member of Society of Financial Service Professionals (SFSP)
  • Member of International Association for Financial Planning, IAFP
  • Member of American Society of CLU/ChFC
  • Board Member of The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors

As a graduate of Cal Poly State University, San Luis Obispo, Derek began his career in 1984 spending time with John Hancock and more recently with C Solutions. Prior to 1984, Derek worked for a nationally known real estate syndication firm running a 200+ unit garden apartment development. Derek has lived in the Bay Area for many years and enjoys sports, music, and travel. Derek and his wife Karen currently reside in Morgan Hill and have two children, Andrea and Alex, two dogs and two cats.

The Decisions are Yours!

Build and Preserve Your Future