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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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

202 N. Cedar Ave Suite #5 Owatonna, MN 55060-1502 Phone: (507) 200-0233
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