Derek Gerstner is a CERTIFIED FINANCIAL PLANNER™ professional that joined the professionals at Simons Tax & Wealth Management, after graduating cum laude from Kansas State University in 2004. He currently holds his Series 7, 6, and 63 securities licenses held through LPL Financial. He is also licensed in Life & Property and Casualty Insurance for the State of Kansas. He has met the stringent requirements to become a practicing CERTIFIED FINANCIAL PLANNER™ professional. Derek has the ability to help clients from a financial and a tax planning point of view. Derek’s tax planning knowledge and investments knowledge seeks to provide a very thorough approach.