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Derek Bell

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Derek Bell has over 20 years of experience in the Financial Services arena. He has a Bachelor's Degree and Master's Degree in Accounting and has used those degrees to help his clients with managing their investments with taxes in mind. Through the years Derek has helped countless clients navigate Tax, Investment and Estate Planning issues. Derek has become an expert in the areas of Medicare, Medicaid, Estate Planning, and Investment Management. With his attention to detail and his keen sense of what clients need and want, Derek has built his business around a velvet rope approach. Derek currently holds an Accident, Life & Health Insurance license as well as a Series 7, 24, 31, 63, and 65 FINRA licenses.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

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The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
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5 Receive real time notifications about upcoming classes being taught in your area
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