AJ Derzon is a seasoned financial advisor with nearly a decade of experience, specializing in comprehensive wealth management for business owners, high-income earners, and industry professionals. Since entering the industry in 2016, AJ has helped clients achieve their financial goals through personalized strategies that focus on wealth creation, preservation, and tax efficiency.
AJ mainly specializes in family office services, retirement planning, real estate investments, and tax strategies. With a deep understanding of the financial landscape, he provides tailored solutions that align with his clients’ long-term financial visions, ensuring their goals are met with precision and care.
Holding a Bachelor’s degree in Business Administration with an emphasis in financial planning from Southern Utah University and Southern New Hampshire University, AJ is also licensed with Series 65, Series 63, Series 7, and Utah Life and Health Insurance credentials. His extensive education and industry certifications, including the CPFA designation, enable him to offer insightful and effective financial guidance.
Outside of his professional life, AJ enjoys spending time with his wife, Samantha, and their two young daughters, Riley (3) and Mia (6 months). Together, they share a passion for travel, boating, skiing, and golf, embracing the outdoors and creating lasting family memories.
Dedicated to putting his clients’ needs first, AJ is committed to building long-term relationships that foster financial security and a prosperous future.