Derek  Elrod,  CFP<sup>&reg;</sup> - Financial Advisor

Derek Elrod, CFP®

Partner

Bridgewealth Advisory Group, LLC

986 W Alluvial Ave, Suite 101
Fresno, CA 93711
(559) 432-6100

General

Derek Elrod is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bridgewealth Advisory Group, LLC in Fresno, CA and the surrounding communities.

Financial Advisor Overview

Our firm is based out of Fresno, CA and consists of 12 advisors. We add value to our clients by providing in-depth financial planning along with ongoing research and implementation of our investment management. With our seven person investment committee, our goal is to deliver superior risk adjusted returns.

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Financial Advisor Experience

Certified Financial Planner with 14 years of Experience. We work with high net worth Individuals and those just starting their career. We are also highly experienced in 401k and other types of retirement plans, college planning, insurance planning, tax planning, estate planning, and accumulation and distribution planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: California
  • Health/disability insurance: California
  • Fixed annuities: California
  • Variable annuities: California

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Commissioned Securities are offered through Comprehensive Asset Management and Servicing, Inc. Member FINRA, SIPC, MSRB.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources