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Derek N
CFP®, ChFC®, Series 63
Melbourne Beach, FL
Intrepid Wealth Partners, LLC
Derek Notman is a CFP® and ChFC® with 20 years of experience in the financial industry. He is the founder of Intrepid Wealth Partners, LLC and has worked with firms including Eagle Strategies and New York Life Insurance Company. Mr. Notman is also an owner of Couplr, Inc., a technology company that connects financial advisors and consumers, and co-owns REBL Group Holdings, an entrepreneur and fathers community. Additionally, he co-hosts "Rethink: The Financial Advisor Podcast," which focuses on industry education and professional development. Intrepid Wealth Partners is an independent advisory firm serving individuals, pension and profit-sharing plans, corporations, and other advisors. The firm provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and pension consulting, using a personalized, goal-based approach that aligns asset allocation with clients’ objectives and risk tolerance.
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