Request ContactReady to discuss your financial future?

Derek W. Lunka, CFP®
Financial Advisor
Discretionary Portfolio Management

LinkedInPhone NumberEmailLocation

bfe_logo_advisor

600 College Avenue
Clemson, SC 29631
MAP

Phone: 864-653-7702
Toll Free: 855-653-7702
derek.lunka@nullbenjaminfedwards.com

My Community Activities

  • Member of the Oconee Chamber of Commerce
  • Member of the Keowee Key marketing and finance committees
  • Board Member of Oconee Young Professionals

My Associates

Victor W. Lunka, CFP®
vic.lunka@nullbenjaminfedwards.com

Teresa Tsipis
teresa.tsipis@nullbenjaminfedwards.com

My Professional Background

I joined Benjamin F. Edwards & Co. in January of 2011. While working alongside my father, Vic, we formed the Lunka Investment Group. The main areas of my focus are investment manager research, asset allocation, and financial planning.

Benjamin F. Edwards & Co. shares our values and has a culture that is built on a solid foundation of trust, integrity, and mutual respect. It is a firm with a philosophy that I believe in, and it also offers access to the investment and planning tools that can be used to meet your needs.

Before joining Benjamin F. Edwards & Co, I held positions at IBM and Zebra Imaging in Texas. I currently live with my wife and son at Keowee Key in South Carolina.

Education and Credentials

  • Baylor University – Bachelor’s degree in Business Administration with a major in Marketing
  • CERTIFIED FINANCIAL PLANNER Professional™ (CFP®)

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.