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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

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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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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

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