Professional

Mission
Jennie's mission is to help her clients attain financial security for their families and businesses by innovative solutions for a lifetime of financial security. She works to create long-term relationships based on quality service and integrity. Jennie will make recommendations consistent with what she would do for her family and business if faced with a similar situation.

Jennie Derby has been part of the financial services industry since 1991.  Jennie has built her practice by specializing in working with business owners and self-employed professionals.

Associations and Memberships

  • Advisory Board Member for Foundation for the Carolinas. Since 1958, FFTC has served as a catalyst for charitable good, connecting individual, companies and organizations to needs and philanthropic opportunities across the region and beyond. Please visit www.fftc.org for more information.
  • Member of the Board of Directors for the Conservation Trust for North Carolina.  CTNC is an organization committed to protecting and preserving our green spaces and natural water supplies.  Please visit www.ctnc.org for more information.
  • Member of the CentACS Board of Directors; the Center for Applied Cognitive Studies helps businesses and organizations maximize their investment in human resources through research, training and consulting. Please visit www.centacs.com for more information.
  • Life and qualifying member of Million Dollar Round Table (MDRT). (Qualifying/Life Member 2004 - 2005 ,Qualifying Member 1996 - 2003, 2007 - 2008, 2010, 2014) Please visit www.mdrt.org for more information.
  • National Society of Insurance and Financial Advisors, Member. Please visit www.naifa.org for more information.
  • Founding member of NAC; a premiere organization of successful business advisors from the accounting, finance, legal, technology, human resources and organizational management fields.
  • Member of Women Executives (WE). WE is a diverse group of accomplished women who support and nurture each other's personal and career growth. WE provides a forum for professional interactions, sponsors programs for professional growth, and encourages its members to develop their leadership potential and serve the community. Please visit www.wecharlotte.org for more information.
  • Member of Women Presidents' Organization (WPO). The WPO is a non-profit membership organization for women presidents, CEOs, and managing directors of privately held, multimillion-dollar companies. Please visit www.womenpresidentsorg.com for more information.

Professional Designations and Certifications
Jennie has obtained the following professional certifications and designations to further enhance her ability to provide financial solutions to her clients.

 

CERTIFIED FINANCIAL PLANNER™ (CFP®)
The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® designation, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism

Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Certified in Long Term Care (CLTC)
Jennie Derby is "Certified in Long-Term Care" (CLTC) by The Corporation for Long-Term Care Certification. To find out more about "Certified in Long-Term Care" (CLTC), please visit The Corporation for Long-Term Care Certification

 

Jennie D Derby, CFP®, CLU®, ChFC®, CLTC
Wealth Management Advisor


Derby Fish Financial

 

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