Derek Dall'Olmo
CFP®
TreMonte Financial Consultants, LLC
Founder and Chief Compliance Officer
Derek Dall'Olmo
CFP®
TreMonte Financial Consultants, LLC
Founder and Chief Compliance Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Derek Dall'Olmo, CFP®
Fee-Only financial planner located in Traverse City, MI, serving clients locally and across the country
Derek Dall'Olmo is a Traverse City, MI fee-only financial planner. TreMonte Financial Consultants provides comprehensive financial management, investment management, and financial consulting to help individuals, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Derek Dall'Olmo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Derek Dall'Olmo CFP® is a fee-only financial advisor at TreMonte Financial Consultants, LLC, located in Traverse City, MI.
I’m a family man. Along with my wife, Jen (an elementary schoolteacher), we have three daughters which make my life about as big an adventure as yours is. So I get it when you come to me with questions about how to plan for a secure financial future.
I started this company because I want to change the way financial services are delivered - and that’s why you don’t see a picture of me in a suit. As the founder and Chief Compliance Officer of TreMonte Financial, my goal is to bring my 12+ years of experience to the table; and while we’re sitting there, we’ll design your financial future together.
Awards and Certifications
University of Michigan, Ann Arbor (Bachelor of Science, 2005)
Certified Financial Planner (CFP®) (2012)
Derek Dall'Olmo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Shift the way you think about financial services.
We believe that the financial planning relationship should be altered - permanently - to be designed around the needs of individual investors. And that you, savvy investor that you are, should be an active participant in the design of your own financial system.
We’ll add our strengths to yours.
As a Certified Financial Planner, I signed the following oath: I believe in placing your best interests first. Therefore, I am proud to commit to the following fiduciary principles.
- I will always put your best interests first.
- I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
- I will avoid conflicts of interest. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
As YOUR financial planner, I’ll add this:
- I’ll listen to you. And understand what you need me to know before sharing my knowledge.
- I’ll leave you alone unless we’ve got something to talk about.
- I won’t assume that your retirement dream includes a sailboat, a beach or a surfboard. If it does, great - you just won’t see that crap from me.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Derek Dall'Olmo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Derek Dall'Olmo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Derek Dall'Olmo is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Derek Dall'Olmo is Quoted in the Traverse City Record Eagle: "Employee retention is a top priority"
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Derek Dall'Olmo is a Contributing Presenter for Money Series
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TreMonte Financial Consultants is a Member of the Traverse City Area Chamber of Commerce
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Derek Dall'Olmo Contributes to the Traverse City Record Eagle: "New Tax Rules"
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Derek Dall'Olmo is a Member of the University of Michigan Alumni Association
Contact Derek Dall'Olmo
Office Locations:
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1014 6th St
Suite 101
Traverse City, MI 49684
