Derek Pontlitz, CRPC®
Managing Director, Chief Wealth Strategist
Derek Pontlitz, CRPC® is the Founder & CEO and Senior Wealth Advisor at Pontlitz Asset Advisors, located in downtown New Port Richey, Florida. Derek has over 25 years of experience in finance, lending, insurance, and healthcare, drawing from experience working in healthcare finance and insurance, banking - working in the fields of credit and lending, and investing - working with insurance, various securities and investment vehicles.
Derek holds a Bachelor of Arts in Finance from the University of Central Florida and has earned the Chartered Retirement Planning Counselor℠ designation from the College of Financial Planning. In addition to maintaining his securities registrations with LPL Financial and state insurance licenses, he founded Pontlitz Asset Advisors to offer something different—independent, objective financial guidance rooted in real-world experience. Drawing on his time with a major Wall Street firm, Derek now focuses on delivering personalized planning and investment strategies for individuals and businesses alike.
For more information, please contact Pontlitz Asset Advisors through our website or by calling (727) 359-0970.