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

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

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.

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

How Derek shows up

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.

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

No media yetWe could not find public media appearances for this person.
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)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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