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Derek W

CFP®, Series 63, Series 65

Earlysville, VA

Facet

Derek Woods is a CFP® with 21 years of experience in the financial services industry. He currently works at Facet and has previously held roles at Brightside Financial, Independent Advisor Alliance, and several other firms. Outside of financial advising, Woods has been involved in health and fitness coaching and served as a fitness trainer. Facet Wealth provides subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocations and offers a flat subscription fee rather than percentage-of-assets charges.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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