Derek R. Tinnin
President

Derek R. Tinnin

Derek has been in the financial and investment industry since 1992. He has experience as an advanced planning specialist, investment analyst, and trader for an S&P 500 company, and as an advisor and portfolio manager for a boutique wealth management firm. His formal education is in economics and his professional education includes the Certified Financial Planner™ certification and Chartered Life Underwriter® and Chartered Financial Consultant® designations.

Derek serves as a Board Director for the Warren County Foundation in Ohio and is a member of the local Rotary Club.

Experience Summary

  • Purpose Wealth Management, LLC - 2007 to present
  • Truepoint Capital, LLC - 1999 to 2007
  • Cincinnati Financial Corporation - 1992 to 1999

Disclaimer: A CFP®, CFA and other professional designations are industry-created designations that do not necessarily indicate the designee has unique skill or special training for passive and index portfolio management. In fact, much of the course material for these designations is related to active management, which Purpose Wealth does not incorporate into its recommendations. Please visit the Purpose Wealth Philosophy and Library pages for further insight.

 
 

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8589 Mason-Montgomery Rd., Suite 12, Mason, OH 45040 | (877) 604-8183 | invest@purposewealth.com

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Disclosure | Derek Tinnin