Derick Roberts, Financial Advisor located in Tustin, CA

Financial Advisor
Derick M Roberts

17592 E 17th Street, Suite 110, Tustin, CA 92780opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Special Needs Financial Considerations
  • Employee Stock Options
  • Charitable Giving

Personal Interests

  • Spending Time with Family
  • Golfing
  • Health & Nutrition
  • Community Outreach
  • Football

Team Members

  • Beverly Petrak
    Sr. Branch Office Administrator
  • Christine Zabala
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(714) 543-9632

Fax

(888) 772-8358

Office Address

17592 E 17th Street
Suite 110
Tustin, CA 92780opens in a new window

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