About

Derek began his career in financial planning in 2016 as a financial planning associate for Wealth Management Group. After earning his Certified Financial Planner™ designation in 2019, he then transitioned to financial planning coordinator for Wealth Management Group. Derek joined Wealth Enhancement Group in 2023. He connects with his clients through understanding and humor and brings an in-depth knowledge of the financial planning industry, processes, and software.

Derek lives in South Wedge, Rochester, New York. Originally from Queens, New York, he is the youngest of three brothers. When not working, Derek actively plays sports - volleyball, tennis and pickleball are his favorites. He also enjoys reading and playing board games.

Education

  • BBA - Financial Services - Alfred State College

Additional licenses and designations

  • NYS Life and Health Insurance licenses

Resources from Derek Donnarumma

Topic

No results found

We searched through our content archive and didn't find any matches.

Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

You'll choose your time on the next screen

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy