Christopher L. DeRouin, CPA, CFP®

Christopher L. DeRouin, CPA, CFP®

Financial Advisor

Chris is a Financial Advisor at Decisive Wealth Management. He is a native Rhode Islander and a lifelong resident of Cranston. Chris started his career at the regional accounting firm, Kahn, Litwin, Renza in Providence as an Audit Associate and obtained his Certified Public Accountant (CPA) license. In 2018, Chris transitioned from the accounting firm to Morgan Stanley as a Client Service Associate, in order to align his skills with his passion to help individuals achieve financial peace of mind. During his tenure, Chris became FINRA Series 7/ Series 66 registered and in 2019 was promoted to Registered Associate. Chris directly supported a Financial Advisory team and assisted managing their client book of over $1 billion in assets through comprehensive financial planning and investment analysis. He expanded his knowledge by obtaining his Financial Planning Specialist certification in 2020 and became a CERTIFIED FINANCIAL PLANNER professional in 2021. In early 2023, Chris pursued an opportunity at Citizens Securities, Inc. as a Financial Advisor and quickly realized his desire to grow with a family-focused firm and joined Decisive Wealth Management in September 2023.

Registrations, certifications, licenses, and recognitions:

  • CERTIFIED FINANCIAL PLANNER certification
  • FINRA Series 7 (General Securities Representative)*
  • FINRA Series 66 (Uniform Investment Adviser)*
  • Life and health insurance agent
  • Certified Public Accountant (Rhode Island)

Education:

  • University of Rhode Island, Kingston, Rhode Island
    Bachelor of Science, Accounting, 2016
  • Bryant University, Smithfield, Rhode Island
    Financial Planning Certificate Program, 2021

*Through Commonwealth Financial Network®, Member FINRA/SIPC