Looking forward to the Journey

We take a team approach to financial planning, offering you a broader scope of expertise. When you entrust your financial affairs to us, you’ll find that we address the management of your wealth with the utmost level of care and specialized support – tailored to your unique needs.

Derek S. Uehara

President, UFLP
Financial Advisor, RJFS

Derek guides small businesses and multigenerational families in the thoughtful management, preservation, and transfer of wealth, with an emphasis on purpose and long-term fulfillment.

His process draws on the extensive resources of Raymond James, including banking & lending, investment banking, trust & charitable planning, and insurance & annuities to help clients build, sustain, and carry forward meaningful financial legacies.

He also works closely and collaboratively with each client’s broader circle of professional advisors, including CPAs and attorneys, to help ensure a coordinated and supportive experience.

Raised in Hawaii, Derek has resided in Las Vegas since 2000. He spent 10 years with a major Wall Street firm and joined Raymond James in 2010. He has served the community locally, nationally, & internationally through numerous organizations, including Lions Clubs International, and is a recipient of the Lions Clubs International President’s Award for Humanitarian Service.

A dynamic emcee, he regularly supports community organizations in strengthening internal culture, enhancing engagement, and inspiring successful fundraising efforts through authenticity & humor. Married and fortunate to share a home across three generations with his father and adult son, Derek embraces a life rooted in family and connection. Sharing adventures with the family is a champion border collie.

Derek enjoys hiking, sailing, reading, art, and jazz.

He is a veteran of the United States Army.

DESIGNATIONS:

  • CFP®, Certified Financial Planner Board of Standards, Inc.

EDUCATION:

  • MBA, Claremont Graduate University

  • BA, University of Washington

Our Home Office Partners

Martin Auger

Insurance Planning

Tiffany Marshall

Trust and Estate Planning

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.