Derek Fiorenza – CPFA, AIF®, and PPC ™ has joined the Retirement Advisor Council effective January 1, 2017

East Granby, CT –  In 2013, Derek Fiorenza co-founded Summit Group Retirement Planners with the goal of servicing qualified and non-qualified retirement plans as well as supporting the wealth management needs of individuals.

As Vice President and COO/CCO of Summit Group Retirement Planners, Mr. Fiorenza is responsible for the firm’s Business Development, Client Retention, and Internal Operations. 

Mr. Fiorenza was nominated for a seat on the Retirement Advisor Council in October 2016. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive industry experience and his standing as a retirement plan specialist. The Executive Board of the Council approved Mr. Fiorenza’s nomination in November of 2016.

For as long as I can remember, it has been my goal to make the world a better place through my professional and philanthropic services. With my membership on the Retirement Advisor Council, I have an opportunity to better work towards those goals. I look forward to sharing my insights with and learning from the other members on the Council,” said Mr. Fiorenza.

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Learn more about Summit Group Retirement Planners at www.sgretirementplanners.com

Learn more about the Retirement Advisor Council at www.retirementadvisor.us

Investment advisory services offered through Summit Group Retirement Planners, a registered investment advisor. Summit Group Retirement Planners and the Retirement Advisor Council are not affiliated entities.