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Derek France

Derek France

Senior Trading Associate at Team Hewins, LLC

CA , United States

About

Derek France is a Senior Trading Associate at Team Hewins, LLC, a fee-only financial advisory firm based in California. In this role, he supports the firm’s investment management operations by executing trades, monitoring portfolio allocations, and collaborating with advisors and clients to deliver accurate and timely trading solutions. His work spans a variety of asset classes, notably including equities, fixed income, and mutual funds, with a focus on assisting high-net-worth individuals, families, and business owners across sectors such as finance, technology, healthcare, and real estate.

France's career reflects steady advancement within the independent advisory space, having previously served as a Senior Trading Associate at Wipfli Financial Advisors and as a Trading Associate at Hewins Financial/Wipfli Hewins before joining Team Hewins in 2018. His expertise lies in helping clients implement tailored portfolio strategies aligned with their long-term financial goals and risk tolerance, contributing to Team Hewins’ comprehensive approach to wealth management and retirement planning.

He holds a Bachelor of Science in Chemistry (Biochemistry) from San Diego State University, California State University, demonstrating strong analytical skills and attention to detail. France is recognized for supporting the efficient and transparent execution of investment strategies within Team Hewins’ holistic planning process, playing a vital role in the firm’s client-focused environment and collaborative team structure.

Career History

OrganizationRoleDate RangeDetails
Team Hewins, LLCSenior Trading AssociateMay 2018 to Present
Team Hewins, LLC is an SEC-registered, wealth management and advisory firm. We are headquartered in the San Francisco Bay Area and have offices in California and Florida. We provide our clients with e...
Wipfli Financial AdvisorsSenior Trading AssociateApr 2018 to May 2018
Hewins Financial | Wipfli HewinsTrading AssociateApr 2017 to Mar 2018
Hewins Financial | Wipfli HewinsOperations AssociateMar 2015 to Apr 2017
HALF MOON BAY HIGH SCHOOL BOOSTERS ATHLETICSHMBHS JV Football Assistant CoachJul 2012 to Apr 2015
Provided skills instruction and motivational coaching in a team setting. Instilled confidence and provided encouragement to students on and off the field. Assisted in setting goals for the future an...
Half Moon Bay Golf Links + Mullins Bar & GrillRevenue ManagerJul 2012 to Feb 2015
Assisted in the promotion of golfing by organizing and running clubs, tournaments and leagues. Utilized IBS Club Management software to reserve tee times, schedule events, and sell merchandise. Delive...
Von Almen ConstructionContractor's ApprenticeMay 2007 to Aug 2011
Summer Job, May-August 2007-2011. Participated in a broad range of construction projects involving demolition, site cleanup and maintenance, materials transport, coordination with tradesmen/ subcontr...

Education

San Diego State University-California State University

B.S. Chemistry, Biochemistry

2007 2012

Skills & Expertise

Customer Service
Sales
Microsoft Office
Coaching
Social Media
Team Leadership
CPR, AED & First Aid Certified
Construction
Microsoft Excel
Data Reconciliation
Account Portfolio Management
Leadership
PowerPoint
Public Speaking
Financial Planning
Event Planning
Portfolio Management
Investments
Finance
Cpr
Wealth Management
Mutual Funds
Microsoft Word
Financial Analysis
Trading Operations
Management
Financial Reporting
Aed And First Aid Certified
Series 65

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