Derek Angelo Serrano founded Serrano Financial in 2018 and currently serves as its Chief Executive Officer. He holds professional licenses as a Series 7 Financial Advisor as well as a Life & Health Insurance Advisor. He also actively serves on the Board of Directors for the Alzheimer’s Association chapter in Orange County, California.

Most recently prior to his current roles, Derek held many leadership roles within Bankers Life, a multi-billion dollar national insurance company, between 2005 and 2018. He served on several national committees ranging from diversity marketing to sales technology to corporate and field compliance. From working with clients and advisors, to working with executives within Bankers, Derek championed a focus on the client experience and every agent’s career development.

Before embarking in the financial industry in 2005, Derek completed his bachelor’s degree at Yale University in 2002. Outside of his academic work, Derek mainly focused his time advocating for under-served communities in New Haven, Connecticut. After Yale, he returned to California to study at the School of Law at UC Davis, graduating with his Juris Doctor in May of 2005. During his academic career, Derek also completed summer coursework at UC Berkeley and Harvard University.