Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®).

With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professional in 2018, 2019, 2021 and 2022.* His financial insights have been featured on local news stations as well as reputable financial publications. Derek’s commitment to his community is evident through his support of local nonprofits.

What You Will Learn:

Who is Derek Mazzarella?
Derek shares his career journey.
What is the importance of retirement planning?
Derek shares his experience of losing clients due to layoffs and the challenges of starting a financial advising career during a recession.
Derek emphasizes the need for advisors to proactively reach out to clients during market downturns to ensure they are on track with their financial goals.
The need for individuals to assess their current financial situation and set goals for the future.
What are the strategies for dealing with market drops?
What are the Common retirement planning mistakes?
Focus on your own financial goals and avoid comparing themselves to others who may have different financial situations.
The importance of aligning purchases with core values.
Derek shares how everyone can contact him.

Additional Resources from Derek Mazzarella:

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Episode 276: Building a Strong Financial Foundation, with Derek Mazzarella 35:10 Share

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Episode 276: Building a Strong Financial Foundation, with Derek Mazzarella