Derek Engen (CRD# 7466502) is an Investment Advisor Representative working at Citizens Securities, Inc. in San Francisco, CA and has over 2 years of experience in the finance industry. Derek Engen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | San Francisco, CA | Apr 2024 - Current | < 1 |
| Clarfeld | San Francisco, CA | Apr 2024 - Current | < 1 |
| Jp Morgan Chase Bank, N.a. | San Francisco, CA | Oct 2023 - Apr 2024 | < 1 |
| J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Apr 2024 | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Dec 2018 - Sep 2023 | 4 |
| First Republic Investment Management, Inc. | San Francisco, CA | Dec 2018 - Sep 2023 | 4 |
| Seiler LLP | Redwood City, CA | Jul 2014 - Dec 2018 | 4 |
| Unemployed | Santa Barbara, CA | Jul 2013 - Jul 2014 | 1 |
| University Of California, Santa Barbara | Santa Barbara, CA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
- TX
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
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