Derek M. Tuz, CFP<sup>&reg;</sup> - Financial Advisor

Derek M. Tuz, CFP®

ChFC®, CWS®

Owner

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303
+ 2 More Locations

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516

Aegis Financial Partners

8055 East Tufts Ave, Suite 14000
Denver, CO 80237
FINANCIAL ADVISOR'S WEBSITE
(303) 793-7935 x0

General

Derek Tuz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aegis Financial Partners in Boulder, CO and the surrounding communities.

Financial Advisor Overview

At Aegis Financial Partners, our goal is to deliver a financial life plan that empowers clients to live life fully, enjoy more free time, do the things they want to do, and retire with true financial security. We make it our mission to simplify the complexities of the financial world and provide you the assurance that your future is secure.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Wealth Strategist (CWS®) CBEC - Certified Business Exit Consultant

Insurance Licenses

  • Life insurance: CO, CA
  • Fixed annuities: CO, CA
  • Variable annuities: CO, CA

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer

Derek Tuz is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Aegis Financial Partners is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN-1848712-071717
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources