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Derek Ifasi, CTS®, CFS®, CES™, CSS™

Member in Good Standing
Tampa, FL
CTS® CFS® CES™ CSS™
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About Derek

As the founder of Ifasi Financial Group, Derek Ifasi has both the experience and knowledge to develop and implement insurance strategies that will help position his clients to achieve their retirement income goals. He understands the importance of education and has implemented dozens of simple strategies that help put individuals on the paths to their ideal retirements.

Derek started out in the financial services industry working for his brother at age 19 and has now been in the industry for over a decade. Whether you have come into face-to-face contact with Derek, have watched his internet videos, listened to his radio show, seen him on television or read one of his books, you know how passionate he is about helping others.

Based upon your specific situation and goals, Derek makes sure you feel comfortable every step of the way, utilizing him and his team however you deem fit.

Derek earned his bachelor’s degree from the University of South Florida. He holds multiple insurance licenses in various states throughout the nation. In addition, he earned the Certified Long Term Care (CLTC) professional designation in 2009 and Certified Fund Specialist (CFS) professional designation in 2018. He has been featured locally on WFLA News Radio Orlando - AM 540 and FM 104.5, and nationally on ABC, NBC, Fox News, CBS News, Amazon.com, YouTube, and dozens of other websites.

IBF Designations

Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Certified Social Security & Medicare Specialist
Social Security optimization, Medicare enrollment, and benefits planning.
Interested in earning an IBF designation? Explore all programs

Contact Derek

Tampa, FL
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At a Glance

IBF Designations 4
Member Since 2018
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.