Derek Ober in

Derek Ober

Login to view DISC.
College Unit Director at Northwestern Mutual
📍 Sarasota, Florida, United States

Derek Ober is the founder of Ober Financial, a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Investment Management Analyst® focused on personalized financial plans for pre-retirees. Recognized by Forbes and SRQ Magazine, he holds numerous advanced designations and graduated from the University of South Florida and The American College of Financial Services.

Married with two children, Derek is deeply involved in the Sarasota community. He actively supports organizations like Mothers Helping Mothers, Suncoast Youth for Christ, and Alexs Lemonade Stand Foundation. He and his family enjoy exploring everything the Sarasota area has to offer, along with their dog, Ivy.

Unique fact: Derek delivered a TEDx talk in Bradenton about the critical importance of financial literacy for future generations.

Read the full overview →
Experience
5 Years
Current Role
College Unit Director
Job Level
Leadership
Location
Sarasota, Florida, United States
Personality Overview

How Derek shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Derek cares about

Financial Literacy
Passionate about equipping youth with financial knowledge, he delivered a TEDx talk on this subject and advocates for financial education in schools.
Community Service
His team participates in road cleanups and supports local non-profits like the Humane Society of Sarasota County, Mothers Helping Mothers, and Youth for Christ.
+5 more topics Login to view topics
Career

Work history

12-2019 - 12-2021
College Unit Director
Northwestern Mutual
5-2016
Founder of Ober Financial | Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Science - MS
The American College of Financial Services
8-2022 - 12-2022
CIMA® Education Program
University of Chicago Booth School of Business Executive Education
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Derek. Free, 10 seconds.