Archive for February, 2012
DRR Wealth Management has identified a new banking resource partner offering high yield checking, savings, money market, & CD rates. These rates are only being offered to bank qualified financial advisors. All deposits at BofI Federal Bank are FDIC insured. Please give us a call to learn more. Rate sheet:
Disclosure: Dean Roland Russell LLC recieves no compensation for using BofI banking products.
Joint Release: Dean Consulting and Confidant Wealth Advisory Agree to Combine in 2012.
San Diego, CA (PRWEB) February 11, 2012
Mary Katherine Dean of Dean Consulting along with Marc Roland and Andrew Russell of Confidant Wealth Advisory have agreed to merge and form the firm of Dean Roland Russell LLC, Family Wealth Management. The merger was effective as of January 1st, 2012.
The merger is said to further expand the depth of the collective talent pool, enhance client services and capabilities, and create a solid platform for sustainable long-term growth and stability.
The combined firm will provide financial planning, investment, and wealth management services to high net worth individuals and families from there San Diego office.
The merged firm has over $100 million in assets under management.
About Dean Roland Russell (DRR) LLC DRR is a “fee-only” SEC registered investment advisory firm located in Rancho Bernardo, CA. DRR provides financial planning, investment advice, and other wealth management services to high net-worth individuals and families located across the nation.
Mary Katherine Dean is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and MBA (UCLA). She has provided financial planning and investment advice for over 25 years. She has been named as a “Top Wealth Advisor” by Worth Magazine on five separate occasions. Mary is a long time member of the National Association of Personal Financial Advisors (NAPFA) and the California Society of CPA’s (CalCPA).
Marc Roland is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and MBA (SDSU). He holds a bachelors degree in Civil Engineering from Cal Poly San Luis Obispo. He has over 15 years of professional experience.
Andrew Russell is a Certified Financial Planner (CFP®), and MBA (CSUS). He holds a bachelors degree in Public Administration from San Diego State University. He has over 13 years of professional experience. Andrew is a long time member of the Financial Planning Association (FPA).