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Derrek Klimek

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Derrek Klimek | CFP®, CPA | Principal, Financial Advisor

Grand Rapids, MI | 616.975.2858 | Email
Service Areas | Comprehensive Financial Planning, Investment Analysis & Portfolio Design, Retirement & Estate Planning

Derrek is a Financial Advisor with Rehmann Financial and is located in the Grand Rapids office.

Experience

Since 1998, Derrek has provided financial planning services to high net-worth individuals, families and corporate executives. During this time, he has focused on developing effective strategies to help these individuals work toward their financial and personal goals. These efforts have included retirement planning, asset allocation structures, estate planning, education planning, stock option planning, and income tax planning which includes Alternative Minimum Tax strategies.

Derrek also has in-depth knowledge of retirement plans and provides programs and consulting to plan sponsors that help them meet their fiduciary responsibilities.

Derrek also has a number of years of experience preparing and implementing financial planning and investment strategies for captive insurance companies that conform to insurance company regulations.

Prior to joining the firm, Derrek was an investment advisor with Seidman Private Advisors in Grand Rapids. He also has seven years experience with a Big Four accounting firm in Detroit and Chicago.

In addition, Derrek is a CERTIFIED FINANCIAL PLANNER™ certificant, Certified Public Accountant, and holds both life and insurance licenses.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thought Leadership

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