Derek Tangeman,
CIMA®, CFP®
Registered Principal
Branch Manager, RJFS
With more than three decades of experience in the financial services industry, Derek brings a wealth of knowledge and a client-first approach to his role as a registered principal and branch manager at Winter Park Wealth Group (WPWG). He specializes in comprehensive financial planning, helping clients create roadmaps designed to achieve financial independence and support intergenerational wealth transfer.
Derek has a particular passion for serving former military members, drawing on his own background to provide tailored guidance. His thoroughness, active listening and proactive service mentality, enable him to foster strong partnerships and long-term relationships.
Before joining WPWG, Derek held leadership and advisory roles at Alex Brown & Sons, Smith Barney and Co Consulting. He graduated from the United States Naval Academy with a bachelor’s degree in economics.
Outside the office, Derek enjoys swimming, cycling and playing golf, and volunteering to support military and first responder communities. Originally from Sanford, Florida, he now lives in Winter Park with his wife, Terry. They have three grown children.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
