Derek Tuz, CFP®, ChFC®, CWS®
Derek Tuz is committed to helping clients take charge of their financial future. At Aegis Financial Partners, he brings extensive financial planning, investment management programs, and client service experience to his clients. Derek has spent over 18 years in the financial services industry, including 11 years as Senior Financial Consultant at Charles Schwab & Co., where he served the Boulder/Denver market.
As Partner of the firm, Derek complements Michael’s perspective to form a truly dynamic collective. In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP® practitioner), his designations include Chartered Financial Consultant® (ChFC®), and Certified Wealth Strategist (CWS®). He also earned his Bachelor’s Degree in Finance from The University of Colorado at Boulder, Leeds School of Business. Derek’s passion for financial education is foundational to the firm. Having coached sports for over 20 years, he brings a hands-on approach to his clients’ finances and the goals they hope to achieve. By working closely with clients, he strives to enhance their knowledge and promote their confidence through life and market events.
Derek is an avid supporter of Junior Achievement, the National Endowment for Financial Education, and the Financial Planning Association. In his free time, he looks forward to spending time with family and friends enjoying the great outdoors, coaching, and playing golf. Derek lives in Erie, Colorado, with his wife, Monica, and their two boys, Levi and Crosby.