Clemson, South Carolina

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Derek W. Lunka, CFP®
Associate Vice President – Investments
Discretionary Portfolio Management

LinkedInPhone NumberEmailLocation

bfe_logo_advisor600 College Avenue
Clemson, SC 29631

Phone: 864-653-7702
Toll Free: 855-653-7702

My Community Activities

  • Member of the Cliffs chapter of Chaine des Rotisseurs
  • Member of the Cliffs at Keowee Springs

My Associates

Victor W. Lunka, CFP®

Teresa Tsipis

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 in the Clemson area.

Education and Credentials

  • Baylor University – Bachelor’s degree in Business Administration

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.