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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Team Hewins, LLC | Senior Trading Associate | May 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 Advisors | Senior Trading Associate | Apr 2018 to May 2018 | — |
| Hewins Financial | Wipfli Hewins | Trading Associate | Apr 2017 to Mar 2018 | — |
| Hewins Financial | Wipfli Hewins | Operations Associate | Mar 2015 to Apr 2017 | — |
| HALF MOON BAY HIGH SCHOOL BOOSTERS ATHLETICS | HMBHS JV Football Assistant Coach | Jul 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 & Grill | Revenue Manager | Jul 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 Construction | Contractor's Apprentice | May 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
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