Derrek J. Klimek, CFP®, CPA
Principal | Advisor, Wealth Management
Location
Grand Rapids, MI
616.975.4100
Education
Michigan State University
BS, accounting
MBA, finance and accounting
Current Role
Derrek develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Comprehensive financial planning
- Qualified retirement plan consulting
- Investment analysis and portfolio design
- Retirement and estate planning
- Insurance analysis
- Income tax planning
Experience
Since 1998, Derrek has provided financial planning services to high net-worth individuals, families and corporate executives. During this time, he has focused on developing effective strategies to help these individuals work toward their financial and personal goals. These efforts have included retirement planning, asset allocation structures, estate planning, education planning, stock option planning and income tax planning which includes Alternative Minimum Tax strategies. Prior to joining Rehmann in 2007, Derrek was an investment advisor with Seidman Private Advisors in Grand Rapids. He also has seven years’ experience with a “Big Four” accounting firm in Detroit and Chicago.
A Closer Look
- Derrek has in-depth knowledge of retirement plans and provides programs and consulting to plan sponsors that help them meet their fiduciary responsibilities.
- Derrek is experienced in preparing and implementing financial planning and investment strategies for captive insurance companies that conform to insurance company regulations.
- Derrek is a Certified Financial Planner™ professional, Certified Public Accountant, and holds both life and insurance licenses.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 2330 E Paris Ave. SE, Grand Rapids, MI 49546 | 616.975.4100
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