Looking forward to the Journey

We take a team approach to financial planning, offering you a broader scope of expertise. When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Derek S. Uehara

Born in Hawaii, Derek has resided in Nevada since 2000.

Serving as the President of the Nevada Small Business Council, Derek is an advocate for small businesses and entrepreneurs. He is a member of the Leadership Las Vegas Class of 2005 and a recipient of the International President’s Award for Humanitarian Service from Lions Club International.

A dedicated public champion, Derek can be seen emceeing community events for organizations and businesses including the city-wide Chinese New Year in the Desert™, the Las Vegas Convention & Visitors Authority, and St. Jude’s Women’s Auxiliary.

Derek is proud to have served as a member of the United States Army Reserve.

DESIGNATIONS:

  • CFP®, Certified Financial Planner Board of Standards, Inc.

EDUCATION:

  • MBA, Claremont Graduate University

  • BA, University of Washington

Our Partners

  • Martin Auger

    Insurance Planning

  • Tiffany Marshall

    Trust and Estate Planning