Experts in Investment planning

Hello, my name is Derek Notman, I am a Certified Financial Planner® and the founder of Intrepid Wealth Partners. My soul purpose is to help entrepreneurs, from startup through exit, realize their hopes, dreams, and goals through the leverage of financial planning. I am an avid world traveler, certified as a Dive Master in SCUBA, have been skydiving, and love meeting new people. As a Certified Financial Planner® Professional, I specialize working with Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families to realize their hopes, dreams & goals through the... Read more