Derek Delaney (Certified Student Loan Professional, CFP®, ChFC®, EA)
Derek Delaney focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Retirement Planning & Distribution Rules
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Retirement Planning & Distribution Rules
Planning Specialties
Area's of expertise include retirement planning, tax planning, life planning, college planning, student loan planning, and investment management.Additional Information
I'm married to a pharmacist, and together we are raising two young children.NAPFA Start Date
March 03, 2021