Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Derek Lunka CFP®
Principal, Discretionary Portfolio Manager
I began my financial services career with Benjamin F. Edwards & Co. in January of 2011. While working alongside my father, Vic, we formed the Lakenorth Investment Group. My main areas of focus are investment manager research, portfolio design, alternative investments, and financial planning. I obtained my Bachelor of Business Administration degree from Baylor University in 2008 and completed my CERTIFIED FINANCIAL PLANNER™ certification in 2016.
Before joining Benjamin F. Edwards & Co, I held positions at IBM and Zebra Imaging in Texas. I currently reside in the Lake Keowee area with my wife and two children.
Education and Credentials
- Baylor University – Bachelor’s degree in Business Administration
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Phone 864-580-4058
Check the background of this investment professional on FINRA’s BrokerCheck