Derrick Walter

Client Service Associate

Meet Derrick

Derrick Walter is a Client Service Associate based in Conshohocken, Pennsylvania.

Derrick is a dedicated Client Services team member at Financial Independence Planning (FIP), known for his exceptional attention to detail, technical expertise, and ability to seamlessly support clients, financial advisors, and colleagues.

He holds a Bachelor of Science in Computer Information Science – Programming from Everest University, graduating with a 4.0 GPA. Derrick is also certified in ServiceNow (SNOW) and as a PC Pro Technician, bringing a wealth of knowledge and technical skill to his role.

Outside of work, Derrick is a devoted father who enjoys supporting his children’s activities, often traveling to attend their programs and events. He also channels his creativity into designing video games, hiking local trails with his partner, and experimenting in the kitchen. His technical expertise, collaborative nature, and dedication to family and work make him a valued member of the FIP team.

FIP | Financial Independence Planning, LLC

1495 Alan Wood Road Suite 100
Conshohocken, PA 19428
(610) 825-5521