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Mary Dean (BA, CFP®, CPA/PFS, MBA)

Mary Dean focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Mary Dean MBA (Finance UCLA), CPA, PFS, CFP®

Founder
As a college student, my goal was to combine the ethical with the practical. “Fee only” (solely paid by the client) financial planning did not exist at that time. Despite that, it became my career goal. I enjoy perceiving and analyzing client needs then developing structures to meet as well as continually monitor those needs. That means a close professional relationship with each client where their concerns become my concerns as well.
For fun I enjoy swimming, hiking, or almost any sport. That is when there is time.

Additional Information

Our client loyalty is a source of pride. Trust is earned and demonstrated by monitoring our clients’ financial needs every step of the way with well-credentialed, experienced planners. Our objective is to plan, simplify and monitor your wealth via multidisciplined strategies (investments, taxes, executive pay, IRA distributions etc.) to reach goals and achieve peace of mind during your and your heirs’ lifetimes. We try to avoid conflicts of interest. Our efforts are rewarded with client and professional referrals, local and national recognition. Most important are our clients’ respect and appreciation. If you desire our committed approach, please call us.

NAPFA Start Date

June 28, 1991

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

10815 Rancho Bernardo Rd Ste 230 San Diego, CA 92127-2189 Phone: (858) 485-8547 Fax: (858) 485-8577
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