Derek Ober

Derek Ober

Financial Advisor

  • CLTC┬«
FINRA BrokerCheck
2601 Cattlemen Rd, Ste 201
Sarasota, FL 34232
941-957-4511 941-962-1404 Visit my website

About my practice

I, along with my team are committed to providing an interactive, comprehensive planning experience for our clients with a focus on small business owners, engineering professionals, and c-level executives. I am dedicated to helping our clients dream bigger and accomplish their goals through retirement income planning, estate planning and wealth management planning.

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