Derek Wittjohann, CFP®, CPWA®
Chief Operating Officer, Partner at Premier Path Wealth Partners- Claim this Profile
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Bio
Experience
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Premier Path Wealth Partners
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United States
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Financial Services
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1 - 100 Employee
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Chief Operating Officer, Partner
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May 2023 - Present
As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare for tomorrow and beyond. As a growing firm, we are also looking to attract like-minded advisors who believe in our mission to perform at the highest level for our clients. Show less
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Education
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Rutgers
Bachelor's Degree