Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC® in

Derek Fiorenza - CFP®, C(k)P®, CPFA®, AIF®, PPC®

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Co-Founder/COO/CCO at Summit Group Retirement Planners, Inc.
📍 Greater Philadelphia, United States

Derek Fiorenza is the Co-Founder, COO, and CCO of Summit Group Retirement Planners, an SEC-registered advisory firm. A CERTIFIED FINANCIAL PLANNER™ professional with degrees from Villanova University and PennWest California, he specializes in qualified retirement plans and holds multiple advanced designations including CPFA®, AIF®, and C(k)P®.

Outside of his financial practice, Derek is deeply committed to philanthropy as the founder of Fiorenzas Food For Friends (F4), a non-profit with the vision to create a world without hunger. His personal mission is to make a positive impact through both his professional and charitable work, driven by his faith.

He was a punter for the football teams at both Villanova University and California University of Pennsylvania, earning All-Conference and All-Region honors for three years.

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Experience
17 Years
Current Role
Co-Founder/COO/CCO
Job Level
Senior
Location
Greater Philadelphia, United States
Personality Overview

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Priorities

Topics Derek cares about

Combating Hunger
Founded the non-profit Fiorenza's Food For Friends (F4) in 2011, which connects sources of food to recipients in need with the goal of creating a world without hunger.
Retirement Planning
As Co-Founder and CCO of an SEC-registered firm, he focuses on servicing qualified retirement plans and holds numerous industry certifications like CPFA® and C(k)P®.
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Career

Work history

12-2013
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
3-2009
Vice President Of Marketing And Business Development
Infinity Benefits Group, Inc. (IBG)
10-2018
Real Estate Agent
Y-Team Fio, LLC. with HomeSmart Realty Advisors
12-2007
Founder, President, Chairman, CEO Emeritus, and National Brand Ambassador
Fiorenza's Food For Friends (F4)
1-2010
Vice President Business Development
The Summit Group Associates, Inc.
In the press

Media appearances

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Education
2005 - 2008
Bachelor’s Degree
Villanova University
2008 - 2010
Master of Science Business Administration (M.S.B.A.)
PennWest California
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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