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Derek Fiorenza

Chief Compliance Officer, Chief Operating Officer, Vice President, Co-Founder, Investment Advisor Representative

Summit Group Retirement Planners Inc

United States, Pennsylvania, Philadelphia

About Me

My name is Derek Fiorenza. It is my goal to contribute to making the world a better place one day at a time through my professional and philanthropic services. I am highly motivated and want to add as much value as I possibly can to my clients, and constituents of my non-profit ventures. Professional Services; I co-founded Summit Group Retirement Planners, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). I serve as an Investment Advisor Representative (IAR) of the RIA. I am the COO/CCO of the corporation and I am focused on expanding our brand by providing an extremely high level of service to all of our qualified c

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Profile Information

Chief Compliance Officer, Chief Operating Officer, Vice President, Co-Founder, Investment Advisor Representative

Summit Group Retirement Planners Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Philadelphia

Pennsylvania

United States

Aug 13, 2024

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