Derrick Liu
Client Service Associate
Derrick Liu is a member of the Beacon Pointe Client Service Department in the Campbell, CA office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Derrick joined the firm following his tenure as a Private Wealth Associate at AllianceBernstein in Nashville, Tennessee. He earned his degree in Finance from Emory University and holds the Series 65 license. In his free time, Derrick enjoys playing sports and mastering his skills on the grill.