Derek Pszenny, AIF®
Derek is the President and co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individual and corporate clients. Derek also serves as the firm’s liaison with other professional advisors in the area of tax, estate and charitable planning.
As a former U.S. Marine, Derek believes that integrity and transparency are the most important characteristics in a financial advisor. Therefore, he devotes most of his time to educating the public about the “dark secrets” of the brokerage industry. He learned these secrets while working for two national brokerage firms, prior to joining a local independent investment advisory firm.
Derek is certified as an Accredited Investment Fiduciary (AIF), by the Center for Fiduciary Studies in association with the University of Pittsburgh’s Center for Executive Education. AIF designees are trained in investment fiduciary responsibility and portfolio management.
Derek is actively involved in several community activities including the East Carolina Economics Advancement Council, Sandhills Kiwanis, Foundation First Health PAC, Capri Foundation, and the Moore County Chamber of Commerce.