Back to Our Team.

Derek Finley, CFP®

Assistant Vice President & Wealth Strategist

Derek is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He partners with Relationship Managers to provide comprehensive financial analysis and planning. His primary goal in serving clients is to provide expert advice that brings peace of mind and reassurance.

Derek joined Kanaly in 2016 and brings over eight years of experience in transition planning for retirees, personal risk analysis and investment advice.

Prior to joining Kanaly, Derek was the Financial Planning Manager at WJ Interests, LLC, where he was responsible for all financial planning activities for the firm and served as the primary relationship manager for more than 90 families. While there, he assisted clients with retirement decisions, asset allocation and a broad set of other financial needs.

Derek is a member of the Financial Planning Association (FPA), and has served as a volunteer for National Association of Personal Financial Advisor’s Consumer Education Foundation. He is the Treasurer of the Central Fort Bend Chamber of Commerce, where he has served on the board since 2012.

Derek graduated with honors from the Personal Financial Planning program at Texas Tech University. He is a Certified Financial Planner™ practitioner.

Get in Touch

Take the first step toward securing a strong financial future for your family.

Contact Us