600 College Avenue
Clemson, SC 29631
Toll Free: 855-653-7702
Benjamin F. Edwards Private Portfolios
Derek W. Lunka, CFP®
Mentor, OH: Sara Davis
My Professional Background
I bring nearly 30 years of financial services experience to the Lunka Investment Group, which I started with my son, Derek, in 2011. The main areas of my focus are discretionary portfolio management, asset allocation, investment selection, and estate planning and wealth transfer.
I began my financial services career in 1983 at A.G. Edwards in the Cleveland area, where I also served as a branch manager for a number of years. In 2011, I helped open the first Benjamin F. Edwards & Co. branch office in Ohio (Mentor), before stepping down from management and moving our practice to the Highlands area. I still return to Cleveland frequently for client consultations and appointments.
I’m married to my wife, Karen, of 27 years, and also have 3 children.
Education and Credentials
- Miami University (Oxford, Ohio) – Bachelor of Science in Business, with a major in Finance
- 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.