San Diego Financial Planner says “Tax Planning Isn’t Just For The Rich”
Andrew Russell CFP, Managing Partner of Dean Russell Roland was quoted in the New York Times on Saturday August 8th 2015 saying "Tax Planning Isn't Just For The Rich". He was asked to help with a story on how to extend savings without…
Mary Dean becomes founding member of Soar Wealth Manager Alliance
Soar Wealth Manager Alliance is a national network of wealth management firms committed to applying best practices to serve their clients in a fiduciary capacity. The firms are independent and entrepreneurial, yet share a common bond in their quest to…
Dean Roland Russell – MONEY Magazine “Live Your Dreams”
Marc Roland, CPA, CFP of Dean Roland Russell (DRR Wealth) was chosen by MONEY Magazine to help a local family in San Diego/Temecula plan for their retirement and ultimately, their dream home. There are two important components to making a dream…
Community Involvement
Dean Roland Russell is a proud sponsor of the Community Resource Centers 2012 Autumn Equinox Event.
Mary Dean in NAPFA Practice Profile
Mary was quoted in the June 2012 issue of NAPFA Practice Profile.June NAPFA Advisor Profile Magazine.pdf
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