Derek Holt, CFP®, AFC®

As the Director of Wealth Management and Financial Planning at RedStone Advisors LLC, Derek specializes in holistic, fee-based financial planning designed to put clients’ best interests first. He provides comprehensive financial guidance tailored to each client’s unique circumstances, including investment strategy, budgeting, debt management, IRAs, HSAs, trusts, and broader financial planning designed to help clients build long-term wealth and financial security.

Derek’s approach goes beyond the numbers. He places a strong emphasis on the behavioral and psychological aspects of money management, helping clients make financial decisions that align with their values, priorities, and long-term goals.

Derek is a CERTIFIED FINANCIAL PLANNER™ professional and a registered Investment Adviser Representative, holding the Series 65 registration as well as Utah and Colorado Life and Health Insurance licenses. He also holds the Accredited Financial Counselor (AFC®) designation, providing a complementary foundation that combines the technical rigor of financial planning with an understanding of the behavioral and emotional factors that influence financial decision-making.

He earned a bachelor’s degree in Finance with a minor in Financial Planning from Brigham Young University–Idaho. By integrating both the technical and behavioral sides of financial planning, Derek helps clients make informed decisions, pursue their long-term goals, and work toward greater financial well-being and peace of mind.