Derek Elrod, CFP®, MBA
986 W Alluvial Avenue #101
Fresno, CA 93711
Derek Elrod is the President for RB Capital Management, LLC. He continues to successfully bring his knowledge and expertise of economics, financial markets, and financial planning to each and every one of his clients. Derek has built a very strong reputation among the agriculture community and other high net worth individuals and business owners. His extensive experience in all aspects of financial planning, educational background, and current licenses and designations allows him to deliver truly valuable advice and service to his clients and to the firm.
Derek was raised in Firebaugh, CA and has a long family history in agriculture. He currently holds a Series 7, Series 66, Insurance License, and a Certified Financial Planner Designation. He is the Vice President of the Copper River Country Club Men’s Club, and also the President of the Financial Planning Association of Central California. Derek earned his BS in Finance from Santa Clara University and his MBA from California State University Fresno. He is also currently enrolled in a special program at Golden Gate University called a Masters in Financial Planning and Taxation. Since RB Capital Management, LLC is a fee only investment firm, Derek can also offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211.
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