Derek Delaney

CFP®, ChFC®, EA, CSLP®

PharmD Financial Planning LLC

Founder & Lead Planner

Contact Me

Derek Delaney

CFP®, ChFC®, EA, CSLP®

PharmD Financial Planning LLC

Founder & Lead Planner

You've worked hard to get where you are today. It's time you start experiencing the rewards of that hard work. Whether that's retirement or building a family legacy, I'm here to help. It's my mission to help you plan your dream! I’m committed to applying my experience and qualifications as a CERTIFIED FINANCIAL PLANNER™ professional to become your trusted partner, guide, and problem solver. - Derek Delaney, CFP®, ChFC®, EA, CSLP®

Contact Me

507-200-0233

Website

Fee-Only financial planner located in Owatonna, MN, serving clients locally and across the country

Derek Delaney is an Minnosota (Minneapolis / Rochester area)  Fee-Only financial advisor serving clients across the country. PharmD Financial Planning provides professionals and families with financial planning and investment management with a focus on tax-efficient retirement planning.

As a fee-only, fiduciary, and independent financial advisor, Derek Delaney is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Derek Delaney is the Founder and Lead Fee-Only Financial Planner at PharmD Financial Planning located in Owatonna, MN.

How I Can Help:

As the founder and lead planner of PharmD Financial Planning, partnering with you to create a strategic plan that makes the most of your opportunities is at the core of what I do. I’m here to guide you as you navigate all the ups and downs of your financial lives.

I believe that financial planning, when done correctly, can make a tremendous positive impact in people’s lives. I am given the opportunity to help clients address some of their most intricate issues that revolve around money. The mutual trust and commitment we build together is both very gratifying and professionally fulfilling.

I’m proud to proactively look out for my clients, so they don’t have to themselves and can instead spend their free time focused on their lives, with peace of mind.

 

What I Do Outside of Work:

I am married to a pharmacist, Kortney Delaney (a South Dakota State alumna), and we have two young kids, Ben and Hannah. As a young family of 4 living in Minnesota, we spend as much time as we can outside when the weather allows. From April to October, we often frequent the local parks and playgrounds. We also enjoy bonfires at home, board games and spending time with grandparents.

I enjoy staying active, whether through running, golfing or simply pulling a wagon for my kids around our neighborhood. Outside of work, I also enjoy attending live sporting and musical events with friends.

Derek Delaney 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.

Financial Planning for Pharmacists

· Fiduciary Focused   

 · Commission Free   

 · Location Independent

Dedicated to Helping Pharmacists Thrive

Those we serve share an appreciation for hard work, education and taking diligent steps to pursue long-term outcomes. When it comes to finances, most of our clients want to apply these same values.  We’re committed to helping you simplify, organize and optimize. We want you to be able to spend the time you have outside of work relaxed and focused on what matters to you — not worried about the details of your finances.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Derek Delaney is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Derek Delaney is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Derek Delaney is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • ChFC - Chartered Financial Consultant
    Derek Delaney is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • Enrolled Agent with the IRS (EA)
    Derek Delaney is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • Certified Student Loan Professional (CSLP®)
    Derek Delaney is a Certified Student Loan Professional (CSLP®)

    Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.

Contact Derek Delaney

507-200-0233

Schedule a Call With Me
Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 202 N. Cedar Ave.
    Suite #5
    Owatonna, MN 55060

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser