Derek Farley, CFP®
Wealth Advisor at FirstPurpose Wealth- Claim this Profile
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Bio
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Experience
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FirstPurpose Wealth
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Sep 2022 - Present
Orem, Utah, United States
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Blue Barn Wealth
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United States
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Financial Services
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1 - 100 Employee
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Associate Advisor
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May 2019 - Sep 2022
Orem, Utah
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Associate Advisor
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May 2019 - Sep 2022
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Intern
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Jan 2019 - May 2019
Orem, UT
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Paraplanner/Intern
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Mar 2017 - Dec 2018
742 N 530 E, Orem, UT, 84097
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Utah Valley University
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United States
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Higher Education
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700 & Above Employee
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Office Assistant
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Aug 2015 - Jan 2018
Orem, Utah Organize and Maintain files of Concurrent Enrollment Students Answer phone calls from both parents and students to help resolve issues. Gather data from various school and prepare simple reports. All around office helping hand.
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Cobblecreek Countertops
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United States
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Construction
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1 - 100 Employee
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Shop Assistant
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Jun 2015 - Aug 2015
Murray, Utah Assisted in polishing, installing, and repairing counter-tops of various materials (i.e. granite, quartz, solid surface, etc.)
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Macey's Food Stores
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Retail
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1 - 100 Employee
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Bagger/Checker
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Jun 2010 - May 2013
West Jordan, UT Responsible for checking and bagging customer's groceries. Helped with various odd-jobs (cleaning, stocking shelves, gathering carts, etc) Displayed customer service by helping customers find various products and assisting customer's to their vehicles.
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Education
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Utah Valley University
Bachelor of Science, Personal Financial Planning