Derek Butler, CPFA®, NQPC™
Retirement & Business Wealth Strategist
Hi! My name is Derek Butler and I am a Financial Advisor specializing in business financial strategies, retirement planning, and risk management. With over 25 years of experience, I help business owners, executives, and organizations navigate the complexities of financial planning by striving for clarity and confidence.
A Little About Me…
I began my career in financial services at Morgan Stanley and have spent decades developing expertise in corporate retirement plans, executive benefits, and risk mitigation. I hold several certifications, including CPFA® and NQPC™, underscoring my commitment to high-level financial solutions tailored to businesses.
I take a holistic approach to financial advising—focusing not only on retirement but also on comprehensive business financial planning that considers tax implications, succession strategies, and long-term growth. By working closely with business owners and leadership teams, my goal is to create tailored financial strategies that align with their corporate objectives, attract and retain top talent, and pursue long-term financial stability.
Beyond work, I’m an active member of AICPA, NAIFA, and various business-focused organizations. I have a deep appreciation for the performing arts and believe in giving back to the community. Whether you're aiming to optimize your company's retirement plan, enhance executive benefits, or seek long-term business continuity, I’m here to help guide you through the complexities of financial planning with a strategic and solutions-driven approach.
Why Bamboo Financial Partners…
Bamboo Financial Partners is more than a financial firm—it’s a partner for businesses looking to build sustainable financial strategies. I was drawn to Bamboo because of its commitment to holistic, business-focused financial planning, that look to receive tailored solutions that support both their immediate and long-term goals. The firm’s collaborative, strategic, and education-driven approach allows me to help businesses seeking to optimize retirement plans, preserve assets, and create financial frameworks that support growth and longevity. I’m excited to work with businesses that want to take a proactive approach to pursuing financial success and long-term financial confidence..