Derek M. Oxford, CFP®, AEP®, is a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER® for CPS Investment Advisors in Lakeland, FL. He has been with the firm since 2008.
No client has the same story or financial background. Derek uses his skills and experiences to assist his clients at any level of their financial lives through comprehensive financial planning and prudent investment advice.
Derek earned his ACCREDITED ESTATE PLANNER® designation in 2020, his CERTIFIED FINANCIAL PLANNER™ in 2015, and a Bachelor’s Degree from Florida State University in Finance in 2004. The AEP®, through the National Association of Estate Planning Council (NAEPC), is a designation only given to those with at least 15 years of direct estate and financial planning experience. Prior to joining CPS, Derek held a position on the 529 college planning team for Fidelity Investments and held a coveted seat on the Merrill Lynch institutional trading desk.
Derek also gives back to the community in a huge way, so much so, that he was a recipient of the Polk Emerging Leaders Award (2017) for his leadership in the community. He is still actively involved with numerous non-profits including: 2019-2020 Co-Treasurer of the McKeel Academy Central PTO, 2020-2021 Vice President and 2019-2020 Treasurer of The Rotary Club of Lakeland TigerTown, Achievement Academy Advisory Board member, Prime Meridian Bank Advisory Board member, Central Florida Speech & Hearing Advisory Board member. Previous roles in the community were Lakeland Area Chamber of Commerce Board of Directors and Executive Committee member, 2016 Chair of the United Way of Central Florida’s Young Leaders’ Society, EMERGE Lakeland 2017 Chair, 2016 Vice-Chair and 2012-2015 Treasurer through the Lakeland Area Chamber of Commerce, Leadership Lakeland XXXIII and alumni association member, Leadership Polk XIII member, prior alumni advisor to the Florida Southern College chapter for Lambda Chi Alpha, and Junior Achievement Teacher and mentor for elementary children.
When Derek isn’t volunteering his time throughout various community organizations with his wife, Tiffany, he can be found staying in shape at a local CrossFit gym, enriching his son, Cullen, at a boy scouts event, perfecting dance moves with his daughter, Kinsley, attempting death-defying mud runs, or just around town with his family and dog, Lily. If you or someone you know is looking for an experienced financial planner, Derek can be contacted at email@example.com.