Derek Van Calligan is a wealth advisor and director of investment research 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 became a shareholder in the firm in 2024. He also chairs Allodium’s Fiduciary Consulting Committee and serves on the Financial Planning, Investment and Client Service Committees.

Derek earned his Bachelor of Science degree in personal finance from the University of Wisconsin-Madison. Shortly after graduation, he became a CFP^® professional having obtained the CERTIFIED FINANCIAL PLANNER^® certification sponsored by the Certified Financial Planner Board of Standards. He has also been awarded the Accredited Investment Fiduciary^® (AIF^®) Designation, sponsored by the Center for Fiduciary Studies, to help him better serve clients.

To further his professional development, Derek earned the Retirement Income Certified Professional (RICP^®) designation through the American College of Financial Services. In addition, he earned the Certified Investment Management Analyst (CIMA^®) and the Certified Private Wealth Advisor (CPWA^® ) certifications, both administered by the Investments & Wealth Institute. The CIMA^® is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated investment and portfolio management knowledge and was taught in conjunction with the Yale School of Management. The CPWA^® is an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients, and was taught in conjunction with the University of Chicago Booth School of Business.

Derek also completed the Chartered SRI Counselor (CSRIC^®) program administered by the College for Financial Planning to deepen his knowledge of sustainable and responsible investment strategies. This is a graduate level course designed to provide investment professionals with a foundation of knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.

Derek is a NAPFA-Registered Financial Advisor through the National Association of Personal Financial Advisors (NAPFA), a professional association of fee-only advisors with high standards of professional competency and client-centric financial planning.

Prior to joining Allodium, Derek was a financial planner at a financial planning firm in Denver, Colorado, and served on the investment committee developing investment portfolios for clients. Derek currently resides in Parker, Colorado, with his wife Kelly and son Archie. They enjoy spending time in the mountains, skiing, fishing, and hunting with their dog Hank. Derek is an active member of their church and volunteers his time with various organizations such as Big Brothers Big Sisters and Junior Achievement.