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Derek Doo

Managing Partner & Investment Management Advisor

WealthCare Investment Partners

United States, Massachusetts, Boston

About Me

Managing Partner at WealthCare Investment Partners, with Professional Plan Consultant (PPC), Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisory (CPFA) designations. Focus is on comprehensive, detailed financial planning and retirement services for individuals, small businesses and non-profit organizations. As well as specializing in the 401k plan area, assisting companies to design, implement, modify and review their current retirement plan needs. He has been awarded the Five Star Wealth Manager since 2013, as seen in Rhode Island Monthly*. Previous experience in Senior Management level positions within the accounting and finance area at various public high-technol
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Profile Information

Managing Partner & Investment Management Advisor

WealthCare Investment Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

May 15, 2024

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