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Derek Elrod

Partner / Certified Financial Planner / Retirement and Tax Planning / Investment Advisor

Bridgewealth Advisory Group LLC

United States, California, Fresno

About Me

Derek Elrod is a Partner at Bridgewealth Advisory Group and the President of the Financial Planning Association of Central California. He received his undergraduate degree at Santa Clara University with a Bachelor of Science in Commerce with a focus on Finance, his Masters in Business and Administration from California State University Fresno, and a Masters in Financial Planning & Taxation from Golden Gate University. Derek is a Certified Financial Planner and also possesses a Series 7 securities license, a Series 66 license, and has a California Life & Health Insurance license. Derek enjoys spending time with his family and friends, golfing, and days at the lake. His family has a

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Profile Information

Partner / Certified Financial Planner / Retirement and Tax Planning / Investment Advisor

Bridgewealth Advisory Group LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fresno

California

United States

Aug 19, 2025

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