(888) 5WE-PLAN info@unique-planning.com

ABOUT US

Reference

To verify our services and licensing, you may visit BrokerCheck’s page here.

 

Financial representative
Derek Turnbull

E: Derek@Unique-Planning.com
P: 888-593-7526

Derek Turnbull is a Financial Representative with Unique Planning. He received a Bachelor of Science and Commerce from Santa Clara University in 1992 and has been in the insurance and financial services industry for 29 years. Most recently, he was the President and Founder of Turnbull Insurance Services, a full services Benefits Consulting, Retirement Planning, and Insurance brokerage practice. This independent agency focused on providing a steady hand for employers and individuals as they attempted to solve their various financial needs.  His extensive background in employee benefits has allowed him to be a valuable resource for his employer and individual clients.

 

Outside of work, Derek enjoys camping and kayaking and looks forward to using his new 5th wheel RV that he recently purchased.  Originally from Montreal, Canada, Derek, his wife and his dog, Bindi are hoping for fun adventures on the road less traveled.

Disclaimer

Paul Crawford is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Other advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Derek Turnbull is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC.

Sarah Woehrman is a Registered Representative with securities offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Advisory services offered through Strategic Wealth Advisors Group, a registered investment advisor.

Strategic Wealth Advisors Group and Unique Planning are separate entities from LPL Financial.
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Paul Crawford | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0E48289
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Derek Turnbull | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0B01257
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Sarah Woehrman | CA | 2010 Crow Canyon Place #100,
San Ramon, CA 94583 | CA Insurance License # 0H83504

 

 

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