Derek Villars, CLU®, CASL®, ChFC®
Director of Risk Management
Background
- Risk Management Director and CFO at Boulevard Wealth Management, Inc.
- Advanced Insurance Case Design, Pre-Underwriting Analysis and Policy Advisory
- Risk Management and Insurance Consultant to High-Net-Worth Families and Other Advisers since 2004
- Founder of Villars Midwest - Independent Boutique Insurance Agency
Service Role
- Insurance Policy Performance Audits and Marketplace Comparison Evaluations
- Advanced Estate Planning: Gifting Strategies, Trust Funding
- Advanced Business Planning: Business Succession Planning, Deferred Compensation Structuring
- Expert Insurance Procurement and Placement
Education
- Bachelor of Arts degree (1991 - 1996) - St. Cloud State University
- Professional Designation Curriculum (2005, 2013 - 2014) - American College of Financial Services
Distinctions
- CLU® - CHARTERED LIFE UNDERWRITER™
- CASL® - CHARTERED ADVISORY FOR SENIOR LIVING™
- ChFC® - CHARTERED FINANCIAL CONSULTANT™
Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Derek Villars, CLU®, CASL®, ChFC® does not offer tax or legal advice. Please consult the appropriate advisor. The CLU®, CASL®, ChFC®, CHARTERED LIFE UNDERWRITER™, CHARTERED ADVISOR FOR SENIOR LIVING™ and CHARTERED FINANCIAL CONSULTANT™ marks are the property of the American College, which reserves the sole rights to its use, and are used with permission.