For over three decades, Dean has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Dean has dedicated his career to delivering the personalized investment planning services his clients deserve. Utilizing an extensive, proven process, Dean first works with his clients to clarify their needs, goals and objectives before guiding them toward the appropriate investment and financial strategies that give his clients the greatest chance of success.
Dean began his career in 1987 as a financial advisor with Bateman Eichler Hill Richards in downtown San Diego, which was later sold to Everen Securities who closed San Diego operations. In 1990, Dean accepted a position with A.G. Edwards & Sons Inc. and remained there for 28 years through the Wachovia Securities and Wells Fargo Advisors mergers. In 2018, Dean joined Raymond James, confident that its resources, products, technology and client-first culture would greater serve and accentuate his clients’ experience.
Dean’s passion for learning did not end after receiving his business administration degree at San Diego State University. Shortly after becoming a registered financial advisor, he acquired his insurance and mortgage licenses. Dean loves people and has always spent the time necessary to get to know his clients. He considers helping them achieve their dreams to be an incredibly self-fulfilling experience.
In his spare time, Dean greatly enjoys playing beach volleyball and organizing events, tournaments and activities for family and friends.