Derek Mazzarella is a Certified Financial Planner™ with a passion for helping individuals pursue financial freedom. A graduate of Bryant University, Derek blends financial proficiency with a personal commitment to client success. His work has earned him multiple Five Star Wealth Professional* recognitions, his insights have been featured on local TV news stations and prominent financial publications. 

Derek’s journey into financial planning was shaped by personal experiences. He has seen firsthand the consequences of poor planning: family disputes over inheritance, the impact of insufficient life insurance, and the stress of inadequate savings. But he’s also seen the joy of thoughtful preparation, from clients retiring on their terms to families celebrating milestones like buying their dream home. These moments inspire Derek to help others embrace the opportunities that financial planning brings. 

Beyond the Office 

Derek understands the value of balance—both financial and personal. Outside of work, he’s dedicated to his family, coaching his kids in life and sports. Whether he’s on the soccer field, strumming his guitar (yes, “Wheels on the Bus” is still in rotation), or supporting local nonprofits, Derek lives the values of health, wealth, and fulfillment that he shares with his clients. 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018/2019/2021/2022 Five Star Wealth Managers.