CoverProfile

Derek Mosley

Partner & Lead Financial Advisor

LifeGuide Financial Advisors LLC

United States, Pennsylvania, Mechanicsburg

About Me

Derek is responsible for designing, creating, and implementing clients’ LifePlans on Doug’s team. Derek also helps monitor and forecast as it relates to LifeGuide’s business operations. Derek graduated from Messiah College (now Messiah University) in 2013 with a BS in Business Administration and a focus in Finance. During his time at Messiah, Derek was a Men’s Basketball team captain. He now serves on the President’s Leadership Council. Derek now serves as a Partner and Lead Advisor at LifeGuide. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified Kingdom Advisor®.

Profile Information

Partner & Lead Financial Advisor

LifeGuide Financial Advisors LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Mechanicsburg

Pennsylvania

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Brien Lasse
Partner, Senior Financial & Life Advisor
Profile Photo
Doug Denlinger
Managing Partner
Profile Photo
Levi Greenly
Lead Financial Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc