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


This Office

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