Derek Dall'Olmo (CFP®, EA)

Derek Dall'Olmo focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching

Planning Specialties

Retirement Planning Portfolio/Asset Management Tax Planning Education/College Funding Estate Planning Cash Flow Expense Planning Insurance and Risk Management Debt Reduction and Management Charitable Giving

NAPFA Start Date

November 15, 2018


This Office

1014 6th St Ste 101 Traverse City, MI 49684-2398 Phone: +1 (231) 486-6050