Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building client and participant relationships.
Fiorenza, who serves as the Vice President, COO and CCO of Summit Group Retirement Planners in the Philadelphia area—a firm he co-founded with his father Anthony Fiorenza in 2013—has earned several accolades as a “top advisor under 40” and the company has been named a top DC advisor team by NAPA multiple times.
He also talks about why he regularly attends the NAPA Fly-In Forum in Washington D.C., addresses the retirement industry’s coverage gap, and tells us about a passion profit in the form of a non-profit he founded to help feed the hungry.
Listen to All 401(k) Podcast Episodes
- Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
- Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
- Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
- Challenging Common Beliefs About Automated Plan Features with Marc Howell and Felix Okwaning from Principal®
- Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
- Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
