PONTLITZ ASSET ADVISORS - Key Persons

Job Titles:

• Managing Director, Chief Wealth Strategist

Derek Pontlitz, CRPC® is the Managing Director and Chief Wealth Strategist at Pontlitz Asset Advisors, located in downtown New Port Richey, Florida. Derek has over 24 years of experience in finance, lending, insurance, and healthcare, drawing from experience working in healthcare finance and insurance, banking - working in the fields of credit and lending, and investing - working with insurance, various securities and investment vehicles. In addition to maintaining his securities registrations with LPL Financial and state insurance licensing, Derek attended the University of Central Florida and currently holds a Bachelor of Arts in Finance, and a Chartered Retirement Planning CounselorSM certification from the College of Financial Planning. Most recently Derek founded Pontlitz Asset Advisors; and capitalizing on his experience with a major Wall Street firm, he currently provides comprehensive and objective independent advice and planning services to individuals and corporations for most investment and financial matters. For more information, please contact Pontlitz Asset Advisors using our contact form on the website, or at (877) 355-1755.