Dean Vetsikas, CFP

For over 20 years, Dean has dedicated himself to the success of his clients through planning and client education. Dean is a tenacious listener and he asks the types of questions that aid clients in defining and prioritizing their life goals. Dean creates comprehensive and customized written plans for every client. This detail oriented approach based on probability analysis has the power to answer a myriad of important questions, which may relate to all aspects of a client's financial health.

In providing actionable solutions, Dean helps to inform his clients, freeing them to make educated investment decisions. This "purpose-driven" process helps provide clients with confidence in times of increased uncertainty and volatility. Dean measures his professional success by the success of those whom he advises. Today, Dean maintains a practice which serves the needs of approximately 60 individuals and families who seek him out for advice regarding savings, investing, education, insurance and estate planning strategy needs. Dean is committed to providing the highest level of service.

Dean graduated from the Colorado College as a Trustee Scholar with dual B.A.s in Mathematics and Physics. He received his M.S. in Physics from the University of Washington. He leverages his background in science and mathematics as a CFP^® professional. Dean is active in various charitable causes with a focus on music education, hunger relief and cancer research. Dean helped to create the Annual Crescendo Club Fellowship while serving on the Curtis Institute of Music's Board of Trustees. Dean and his wife Julia live in Wayne, PA with their daughters, Sophie and Corrina, and bulldogs, Louie & Ella.