About David Deller – Experience & Knowledge
David manages the finances for a group of families and business owners in Oakland County, Michigan. His expertise includes investment advisement, risk management, education planning, longevity planning, social security planning, estate planning, tax consultations, life insurance, charitable giving, and Medicare resources. He prioritizes meaningful personal relationships and provides honest advice.
David attended Central Michigan University where he earned his Bachelor’s degree majoring in Personal Financial Planning. After graduation, he gained experience working as a financial advisor for two Fortune 500 firms over seven years before opening his independent practice, Deller Wealth Management, in 2018.
Clients deserve personalized solutions from professionals they know and trust. David’s focus is getting to know you and your family financially in order to understand your goals. He provides a tailored approach to best meet your financial objectives. David is dedicated to providing the latest technology and resources to his clients in an endeavor to create an ideal client experience. “How can I help? It’s a simple but powerful question. I’d love to hear your story, learn who you are and how I can help.”
Theodore – “Branch Manager”
Theodore starts everyday with the three S’s – Stretch, Sniffs, and Scratchies.
As Branch Manager, Theodore is responsible for office morale, where he encourages a balance of work and play. He charms his co-workers with snuggles and his goofy smile. He can be found in a good game of fetch, napping in the sun, or chewing on a tasty stick.
Passion Started with a Paper Route – An Anecdote From David
We all set goals in life. Many are financial or have a financial component to achieving them. No matter our age or income, we plan.
I got my first job when I was ten years old working a paper route. Each week I counted my hard-earned dollars and saved up for the hottest toy at the time, a Nintendo 64. I also needed a few games and four controllers so all three of my siblings could play together. It took months of early weekends, hands stained black from the ink of the papers as I rolled them tightly with rubber bands. I’d ride my bike up and down the city blocks with my route bag (which was nearly as large as I was) taking care with each paper that it be delivered cleanly to its owner. Each month after collection, I’d empty my bank and spread the contents across my bedroom floor, arranging the coins in piles and taking a full account of my progress. Finally, I had enough! I proudly presented my earnings to the clerk at Toys R’ Us and walked out with my prize. I still remember the sense of accomplishment I felt from setting a goal, working hard, saving carefully, and finally achieving it.
I had an interest in planning and finance from a very early age. It is a true joy and my life’s passion to help my community members set smart goals and plan the steps needed to make them a reality. I look forward to learning more about your unique circumstances and objectives.
Professional Designations & Affiliations
CERTIFIED FINANCIAL PLANNER™ Professional
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. A CFP® professional must acquire several years of experience in financial planning services.
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 committed to working in their clients’ best interests.
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 to provide them best-in-class financial advisement.
Member of the Fee-Only Network
Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of the The National Association of Personal Financial Advisors (NAPFA).
Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues.
