Matthew J. Dernis,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew J. Dernis, CFP®

Retirement Consultant Services

12 SE 7th St, Ste 712
Fort Lauderdale, FL 33301-3474
FINANCIAL ADVISOR'S WEBSITE
(954) 306-6543

General

Matthew Dernis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Retirement Consultant Services in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL, CA, MA, MI, WI, MD, SC, TX
  • Health/disability insurance: FL
  • Fixed annuities: FL, CA, MA, MI, WI, MD, SC, TX
  • Variable annuities: FL, CA, MA, MI, WI, MD, SC, TX

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Minority Financing, Insurance, Retirement, Life Planning, Succession Planning, Long-term Care, Sudden Wealth

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