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.
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: The Estate Planning Council of Polk County (currently Vice President and Treasurer), The Rotary Club of Lakeland TigerTown, BSA Troop 713 Assistant Scoutmaster, Achievement Academy Advisory Board member, Prime Meridian Bank Advisory Board member, member of the Central Florida Development Council and Lakeland Economic Development Council, and a Lakeland Chamber of Commerce Board of Directors. Derek is a Leadership Lakeland graduate, class XXXIII as well as Leadership Polk graduate, class XIII.
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, practicing soccer skills with his daughter, Kinsley, 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 firstname.lastname@example.org.