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Derek G
CFP®, Series 66
Franklin, TN
Lifeworks Advisors, LLC
Derek Ghia is a CFP® professional with 17 years of industry experience, currently working at Lifeworks Advisors, LLC. His prior roles include positions at Greensview Wealth Management, United Advisors Services, LLC, and Morningstar Investment Services. In addition to his advisory work, he is a licensed insurance producer involved in fixed insurance consultation and sales. Lifeworks Advisors serves a diverse client base, including individual and institutional clients, providing wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based tranche framework combined with a risk-based investment approach, utilizing diversified mutual funds, ETFs, third-party managers, and various asset classes, supplemented by quantitative analysis and AI decision-support tools.
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