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Derek Tharp, Ph.D., CFP®, CLU®, leads Conscious Capital, Inc. as President and Founder. With over eight years of financial planning experience, Derek helps clients achieve their retirement and financial objectives. Additionally, he's an Assistant Professor of Finance at the University of Southern Maine and Program Director of USM's Financial Planning program.
Derek is a recognized expert, contributing to Nerd's Eye View, a renowned industry blog. His insights have been featured in prestigious publications, including The Wall Street Journal and The New York Times, and his research appears in academic journals such as the Journal of Financial Planning.
Conscious Capital believes in ongoing services as the key to financial success, meeting with clients at least annually or more frequently as needed. They encourage clients to reach out with financial questions, addressing various aspects like investment management, tax planning, retirement planning, insurance, and estate planning.
Ongoing services are structured with fees based on a percentage of managed assets, making Conscious Capital a dedicated partner on each client's financial journey.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
283947 | 2 |