A complete list of active advisors currently associated with RetireSharp Wealth Management, LLC

Warmer can help you find a great advisor at RetireSharp Wealth Management, LLC or one who fits your needs even better.

RetireSharp Wealth Management, LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm delivers written financial plans and ongoing monitoring, and implements investment programs through in‑house model portfolios, Altruist’s Model Marketplace, and selected sub‑advisers. The firm’s investment approach emphasizes tactical asset allocation across mutual funds, ETFs, stocks and bonds, with discretionary authority to rebalance portfolios and execute trades on a regular basis. Accounts are reviewed monthly for rebalancing and the firm uses custodial relationships with providers such as Charles Schwab and Altruist to hold client assets and facilitate trade execution. Distinctive features include the owner’s activity as a licensed insurance agent and owner of Ifasi Financial Group, which enables the firm to recommend and sell insurance products for commissions—a disclosed conflict of interest with stated mitigation measures. RetireSharp also maintains an institutional relationship with Altruist that provides support services to the firm tied to asset thresholds on that platform, and the combination of Altruist model access plus sub‑adviser use is notable for a solo practitioner of this size.

To learn more about the advisors currently working at RetireSharp Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Derek Ifasi	Tampa, FL	9

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support