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

Sharpshooter
DISC Type : DC

Co-Founder/COO/CCO at Summit Group Retirement Planners, Inc.

Greater Philadelphia, United States

Overview

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.

Personality Overview

Fast But Analytical

Thorough Evaluator

Precise But Practical

They do not care very much about building rapport or relationships.  They prefer to move quickly, and expect the same from others. They respond well to strong and respectful communication.

Topics They Care 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®.
Community Networking
His social media activity shows a focus on growing local professional networking groups in Chester and Bucks counties to better serve his clients and the community.

Media Appearances

Derek has no verified media appearances

Work History

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

Education

2005 - 2008
Bachelor’s Degree from Villanova University
2008 - 2010
Master of Science Business Administration (M.S.B.A.) from PennWest California

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Philadelphia, United States Job Level : Senior Designation : Co-Founder/COO/CCO at Summit Group Retirement Planners, Inc.
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Insights For Selling To Derek

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derek is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Derek

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Derek move?

  • If convinced, they can reach decisions quite fast.
  • Can Derek take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Derek

Personality Compatibility


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