Derek Farley

Derek Farley is a Wealth Advisor at Diversify, working with a wide range of clients—from early wealth builders to seasoned executives, business owners, and retirees. He is especially energized by partnering with individuals and families who are motivated to think deeply about their values and build financial plans that reflect those priorities. Derek focuses on listening closely, engaging clients in a personalized planning process, and explaining financial concepts in a clear, accessible way.

Derek’s approach to advising is built around what he calls “destination‑driven planning.” He begins by helping clients clarify their values, motivations, and long‑term goals — their “why” — and then works collaboratively to design a plan that maps the path toward those priorities. Education plays a central role in his process, and Derek is passionate about helping clients build their own financial literacy so they can make rational, confident decisions over time. Using detailed planning models, trade‑off discussions, and a thorough onboarding, Derek creates a flexible framework that adapts as life evolves. He believes disciplined action becomes sustainable when it’s rooted in meaningful motivation, and he partners closely with clients to ensure their plans stay aligned with both their values and their long‑term direction.

Before joining Diversify, Derek gained comprehensive experience in previous advisory and client‑service roles, where he executed every step of the planning process and developed a deep understanding of how to guide clients from initial discovery through long‑term implementation. Derek earned his bachelor’s degree in Personal Financial Planning from Utah Valley University, graduating magna cum laude. He holds his Series 7 and 63 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.

Outside the office, Derek enjoys staying active and tackling hands‑on projects. He has completed several Spartan obstacle course races and loves finding fresh ways to make memories with his family, including boating, geocaching, and exploring more hiking and camping opportunities together. Derek is actively involved in his local community and church. He lives in Saratoga Springs, Utah, with his wife, their two children, and their dog/running partner, Stanley.