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Derek McLaughlin, CFP®

Derek McLaughlin, CFP®

Associate Planner

Derek McLaughlin brings a wealth of knowledge to the AGW team with more than 20 years of experience in the financial services industry. Currently holding the position of Associate Planner, Derek assists Bob & our clients in all matters related to financial consulting  

Derek is a CERTIFIED FINANCIAL PLANNER™ professional and earned a bachelor’s degree from CSULA. He maintains professional licenses including the FINRA Series, 6, 7, 63 and 65 and California state insurance licenses.

When not in the office, Derek enjoys traveling to new and exotic places, fostering animals, reading, and spending as much time as possible with friends and family.