Derrick  Schuler,  CFP<sup>&reg;</sup> - Financial Advisor

Derrick Schuler, CFP®

Schuler Wealth Planning

3819 Attucks Dr
Powell, OH 43065-6082
FINANCIAL ADVISOR'S WEBSITE
(614) 502-9218 CONNECT WITH Derrick
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General

Derrick Schuler is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Schuler Wealth Planning in Powell, OH and the surrounding communities.

Financial Advisor Overview

Advisor at a boutique fee-only RIA. I work with clients on a flat-fixed fee basis for traditional financial planning and investment management. Also, offer one-time plans or project engagements.

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Financial Advisor Experience

I’ve been in the banking and financial services industry since 2001. I’ve been a CFP® since 2012. Also served as a federal banking regulator for 11 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources