Derek J. Van Calligan, 
CFP®, AIF®

Investment Consultant & Responsible Investing Specialist

Education

B.S., Personal Financial, University of Wisconsin-Madison

Professional Credentials

Certified Financial Planner (CFP®)
Accredited Investment Fiduciary® (AIF®)
Certified Investment Management Analyst® (CIMA®)
Retirement Income Certified Professional (RICP®)
Chartered SRI Counselor (CSRIC®)

Professional Affiliations

National Association of Personal Financial Advisors (NAPFA)

 

 

Derek Van Calligan is an investment consultant and responsible investing specialist 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 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 earned the Certified Financial Planner (CFP®) 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, he earned the Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services, as well as the Certified Investment Management Analyst (CIMA®) certification, which is administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition, he 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 also served on the investment committee developing investment portfolios for clients.

Derek and his fiancé, Kelly, enjoy spending time outdoors hunting, fishing, and exploring the countryside with their dog Hank.

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