Advisor profile


My approach

Derek Munchow - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Derek Munchow - My approach photo

Areas of focus

  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • B.A. Economics, University of California, Irvine

Interests

  • Sports: Playing tennis, golf, and personal fitness. LA Lakers, ATP tennis tour
  • Travel: Italy, Croatia, Asia, Big Island Hawaii, Zion National Park
  • Food and Wine: Paso Robles wineries, local craft breweries, farm to table restaurants
  • Cooking: My wife and I love cooking on the weekends. We enjoy watching Chef's Table and all things food on Netflix
  • Rest: Reading non-fiction books
  • Family: Spending quality time with my wife Ellie and son August

Community participation

  • Dean's Leadership Society, UC Irvine School of Social Sciences, Manhattan Beach, CA
  • CFP® Board Subject Matter Expert, Volunteer, Los Angeles, CA
  • Financial Planning Days, Volunteer, Los Angeles, CA
  • Patriots and Paws non-profit organization, Orange County, CA

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014

Professional associations

  • College for Financial Planning, Alumni Association