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

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


This Office

8333 Green Meadows Dr. N. Suite B Lewis Center, OH 43035 Phone: +1 (614) 454-1768