Derek Delaney, CFP®, ChFC PharmD Financial Planning LLC
- Virtual, Owatonna, MN 55060
- (507) 200-0233
- qrerx@cunezqsc.pbz
- http://www.pharmdfp.com/
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!
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
