Derek Delaney, CFP®, ChFC PharmD Financial Planning LLC

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About Derek Delaney, CFP®, ChFC, EA, CSLP

Hi! I’m Derek.

I help pharmacists and their families take advantage of the many opportunities that the PharmD profession offers.

Choosing a financial planner is a big decision. Personalities, philosophies, and values should all be aligned. I’ve built my firm to work with pharmacists, so if you’re a PharmD, I think we’re a good place to start.

Why me? Good question!

First, I am married to and currently navigating life with a pharmacist. Together, we’ve taken on and experienced many of the challenges you to might be dealing with yourself. I get it.

Next, I’ve spent my career tailoring my education and credentials to meet the financial planning needs pharmacists face. They are;
* Bachelor’s degree in finance and minor in accounting; cum laude – NDSU 2011
* Certified Financial Planner (R) professional
* Chartered Financial Consultant
* Enrolled Agent tax practitioner
* Certified Student Loan Professional

Finally, I DON”T do it all and I’m proud of that. No true professional can be an expert in everything. So, over my 6+ year career in this industry, I have cultivated relationships with other trusted professionals to create a network that is equipped to help my clients in many other ways beyond just financial planning.

When you’re ready to learn more, please feel free to schedule a free consultation or check-out the website at www.pharmdfp.com. I look forward to meeting you!

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Ideal Clients

  • Business Owners
  • Gen X
  • Pharmacists
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $460+/mo
  • Quarterly Fee: $1380+/qtr
  • Hourly Fee: $249+/hr

SEC Records

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