Dean Knepper (CFP®, CPA®)

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

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Hourly fee consultations to solve your financial problems

  • Financial plans to reach your retirement, college, and other goals

  • In-depth retirement projections and probability analysis

  • Fee-only investment recommendations and implementation instructions

  • Advice on saving for college and strategies for maximizing college financial aid

  • Tax planning and tax return preparation for individuals and small businesses

  • Advice on 401k, pension, stock option, flex, and other employee benefit plans

  • Plan setup and advice on individual 401k plans for owner-only businesses

  • Life, disability and long-term care insurance needs analysis

  • Advice on cash management and debt reduction

  • Estate planning, including attorney referrals for document prep and legal advice

Additional Information

For over 30 years Dean Knepper CPA, CFP® has advised individuals and business owners on a wide range of financial issues including investing, retirement, taxes, pension plans, stock options, college funding, employee benefits, and insurance.

Dean has had the honor of being recognized as one of the best financial advisors in Loudoun County Virginia in a readers poll conducted by Leesburg Today, and has been frequently called upon by the national media (Money, Wall Street Journal, New York Times, Bloomberg, MSNBC, Consumer Reports, and numerous professional publications) to lend his expertise on investment, retirement, tax, and college planning.

Dean is a graduate of Bowling Green State University and has completed the College for Financial Planning’s CFP® Professional Education Program. He is a member of the American Institute of Certified Public Accountants (AICPA), the Virginia Society of Certified Public Accountants (VSCPA), the Financial Planning Association (FPA), and the Garrett Planning Network (GPN).

NAPFA Start Date

December 27, 2005

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This Office

208 S King St Ste 201 Leesburg, VA 20175-3018 Phone: (703) 779-0515 Fax: (703) 779-7815

Other Offices

2325 Dulles Corner Blvd Ste 500 Herndon, VA 20171-4676 Phone: (703) 779-0515 Fax: (703) 779-7815