DEREK MCDOUGALL

MANAGING DIRECTOR

Derek McDougall

MANAGING DIRECTOR

Domicile State: CA
California Insurance License #: 0E94275

(831) 345-6209
dmcdougall@onewealthmgmt.com

Derek McDougall grew up in the beach town of Santa Cruz, California.  He was recruited by the University of California San Diego as a sought after high school student athlete, and he graduated from UCSD with a degree in Economics with Provost Honors.

Throughout his career, Derek has been recognized at every level with numerous awards and achievements as a premier leader.  He began his career in financial services at MassMutual Financial Group, and quickly moved into a leadership position as the Financial Planning Specialist for the local San Diego agency.  In that role, Derek expanded his presence and influence at the firm by conducting training classes as well as mentoring new producers.

From there, Derek decided to use his background in financial planning and wealth management as well as his experience in mentoring and training Financial Advisors to transition into management roles first with AXA Advisors followed by WestPac Wealth Partners.  Quickly rising to the top of management rankings, Derek grew his team from 3 to 20 Financial Representatives in less than 3 years and won national recruiting and leadership awards 4 straight years.

In April of 2018, Derek was recruited to become Managing Director and open a new San Diego office with One Wealth Management.  Derek could not pass up working with Jeremy Dicker and his leadership team on this new and bold endeavor.

One Wealth Management is an Independent Financial Services Firm based in Santa Monica California with 100+ years of industry experience coupled with a futuristic point of view. One Wealth Management provides unparalleled guidance and service to those clients that want to grow, protect and enhance their legacies.  One Wealth Management guides it’s clients with foresight and cutting-edge planning techniques and services to enhance one of the most important relationships in their clients’ lives.

In his role as a Managing Director of One Wealth Management, Derek is responsible for opening and overseeing the strategic direction of the San Diego, California office, which includes talent acquisition and working with One Wealth Management leadership on growing the entire company.  He is a Registered Principal, and has series 7, 66, 24, and Life and Health Insurance licenses.

Derek also came to One Wealth Management with over 13 years of experience in the financial services industry working with clients.  His personal practice is focused on the design and implementation of comprehensive financial planning strategies for individuals, family trusts, and corporations across several disciplines, including risk management strategies, tax-efficient investing planning, retirement income planning, and estate/wealth transfer planning.  Mr. McDougall has a unique talent for taking complex financial strategies and transforming them into something easily understandable. This has propelled his success with clients throughout his career.

Derek McDougall resides in Carlsbad California with his amazing and supportive Wife Corynn and their beautiful daughters Summer & Lyla.

onewealthmgmtDerek McDougall