Derek Carawan opened Carawan Financial Partners in March of 2006 to have the ability to create truly personalized investment solutions for a variety of styles and comfort levels, rather than steering clients into investments that only work for the investment firm.
“One game, one pitch can change everything for a hitter. The way I like to approach it is that every at-bat is its own unique opportunity to go out there and do something really good.” ~ Anthony Rizzo
Derek strongly believes in creating personalized plans for his clients. By serving the client to the best of his ability, he believes both parties will find increased satisfaction and rewards.
It is important to understand the client’s position, finances, investment experience, fears, and needs for safety versus the amount of risk that should be undertaken before suitable and individual client solutions can be crafted. Derek begins by assessing each client’s risk tolerance through a specialized academic framework, utilizing a simple process that calculates an individual risk number to develop client portfolios aimed at predictable outcomes. Rather than cookie-cutter portfolios, Derek believes his attention to the individual truly sets his services above those of his competitors.
MOTTO: Building lifelong relationships with our clients comes from caring and sharing the right solutions to solve their family and individual needs.
Derek is a long-term Raleigh resident. He is a graduate of North Carolina State with a degree in Engineering Operations. After 15 years in the Telecom industry, he decided to pursue training in financial advising in order to have a career that allowed him to positively and directly impact people’s lives. He received his degree in Financial Planning from Boston University in 2010. He honed his skills at another investment firm before opening Carawan Financial Partners where he is happy to have an outstanding record of assisting hundreds of clients with their financial planning needs.
In his leisure time, Derek enjoys spending time with his wife Ellen and their two sons, Patrick and Alec who attend UNC Chapel Hill and UNC Charlotte respectively. Derek also enjoys boating, playing guitar and working out; he competed in the Raleigh Ironman Challenge in 2014.
Publications:
- Equifax Security Breach
- Bank Lending
- Women and Retirement
- How Much Is Your Business Worth?
- Is the Glass Half Full?
- Under the Influence
- When Is Cash an Investment?
- Prepare to Pay No Taxes
- Five Buckets and Snowbirds
- I Won the Lottery, Now What?
- Teenage Drivers
- Conditions for a Correction
- Health Savings Accounts Redux
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
