Derrick Linman

Derrick has been serving his clients since 2016. Being in the industry, Derrick has always found it important to continue his education and is currently working towards his ChFC® and Certified Financial Planner^® designations to better serve his clients. He also holds a General Securities Series 7, and Investment Advisory Series 6, 63, and 66 Licenses.

Derrick works with clients throughout the country with backgrounds ranging from medical, farmers, executives, pensioned employees, pre-retirees, retirees, and business owners. When working with his clients, Derrick intently listens to his clients to fully understand their goals and objectives then formulates a plan that will help them achieve them in a very efficient manner. With an educational background, Derrick ensures to help his clients not just understand the plan but breaks down the complex conversation in a simple and easy way for each client to understand in their own way.

See how Derrick works with many of his clients. A Plan For Life Video

My Personal Story

Derrick grew up in the rural parts of the Central Valley, always around farming—whether it be on the family farm, working in the fields or in the sales office. This is where he learned his discipline and desire to help others. Working in the field to the sales office, he saw every walk of life and felt a compassion to ensure that everyone had a similar opportunity to achieve their goals.

After graduating high school, Derrick began to pursue a degree in education and found a new passion in coaching volleyball at Fresno Pacific University. He graduated from Ashford University with an educational studies degree. While working as a manager at a retail store, he met his wife Heather and started a family with a desire to stay local to the Central Valley. In 2017, Derrick and Heather welcomed their first pregnancy with twin boys, Micah and Rowen. Within three years, they welcomed their third son Cooper, which completed their family. The three boys keep them active while attending weekly youth groups at their church, participating in all the local sports programs, and helping raise cattle at their grandparents’ home.

My Professional Story