Office

5 Valley Square, Ste 110,

Blue Bell, PA 19422
Eric Dean, MBA, CLTC

Eric Dean, MBA, CLTC

Associate Wealth Advisor, Certified Financial Plannerâ„¢ professional

As an Associate Wealth Advisor and Certified Financial Planner(TM) professional, it is my responsibility to ensure that our clients receive the attention they deserve and that we act in their best interest. The opportunity of getting to truly know our clients allows me to bring clarity to their financial futures as we create and implement roadmaps to help preserve and grow their assets, while creating income strategies in working towards a comfortable retirement. I am committed to offering quality advice and superior service, enabling our clients to focus on the more meaningful aspects of their lives.