Derek Notman

  https://virtualadvisorsystem.com Virtual CFP® for World Travelers | Creator of The Virtual Advisor System for NextGen Advisors I love helping my clients use their money to enjoy life today while planning for tomorrow. I help them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a comprehensive virtual financial planning process. I serve CEO's, Founders, Business Owners and C-Suite Executives from coast to coast through my virtual model so they can embrace the finer things in life, everything from luxury travel & experiences to buying their dream beach home, all while saving them time and money.

   



2 Stories by Derek Notman

Virtual Wealth Management with Forward-Thinking Advisors in a Post COVID World

Covid-19 is by no means a thing of the past with the number of cases continually rising across the world, but I do believe...
0 2 min read 297

5 Reasons Why Financial Advisors Should Embrace the Virtual Practice Model Today

As the demand for long-term leases for office space completely crumbles under the COVID-19 pandemic, so too has the need for in-person meetings, at...
0 3 min read 222