Financial Freedom Through Prudent Planning

Derek Thomsen

Phone: 714-367-8475

I am Derek Thomsen, CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent1. I am also licensed in Insurance, and I am passionate about helping clients be financially healthy. I have filed thousands of tax returns and specialize in ministerial finance. I earned my degree in Economics from Azusa Pacific University.

I want to understand your goals and objectives to make the best recommendations to ensure you a successful financial future. I understand that financial decisions affect your day-to-day and can have life-changing, rippling effects into the future. My prior industry experience has demonstrated that combining tax advice with financial planning services yields clients greater overall results. I am committed to this combination.

My wife, Whitney, and I both come from very large families. With over 20 combined aunts and uncles and 60 cousins, family is an important part of our life. Besides spending time with friends and family, Whitney & I enjoy spending time by the ocean at our home in Seal Beach.

1 Highest credential the IRS awards.
”Enrolled Agent Information.” Internal Revenue Service, 4 Aug. 2017,