Derek Van Calligan (CFP®, CIMA®)

Derek Van Calligan focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Derek Van Calligan is an investment consultant at Allodium Investment Consultants. He has spent his career as an advisor building holistic financial plans for individuals and families, and he believes that being objective is the best way to deliver financial advice. Derek is a member of Allodium’s Investment, Fiduciary Consulting and Financial Planning Committees.

Additional Information

Derek earned his Bachelor of Science degree in Personal Finance from the University of Wisconsin-Madison. Shortly after graduation, he earned the Certified Financial Planner (CFP®) designation to become a fiduciary advisor. To further his professional development he earned the Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services, as well as the Certified Investment Management Analyst (CIMA®) certification, which is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

Prior to joining Allodium, Derek was a Financial Planner at a financial planning firm in Denver, Colorado, and also served on the investment committee developing investment portfolios for clients.

Derek lives in Northeast Minneapolis and enjoys exploring the surrounding neighborhood. In his free time, he likes to be outdoors hunting, fishing, or downhill skiing. He also spends his time volunteering at local charities.

NAPFA Start Date

March 11, 2020

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This Office

500 Washington Avenue South Suite 4400 Minneapolis, MN 55415-1149 Phone: (612) 230-3700 Fax: (612) 230-3714