Dean Schuler (CFP®)
Dean Schuler focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Entrepreneurs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- College/Education Planning
- Entrepreneurs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Retirement Planning
Tax Planning
Investment Management
Insurance Analysis
Estate and Distribution Planning
Additional Information
Started in the financial services industry in 2008
2003 Graduate of Central Michigan University
Earned his CFP® Certification in 2015
Member FPA
Member NAPFA
Father of two boys, Preston and Noah
Wrestling Coach
Fan of the Chicago Bears, Chicago Cubs and Ohio State Football
NAPFA Start Date
October 11, 2017