Mary Dean, Marc Roland, and Andrew Russell were selected as 2013 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2013).
Five Star Wealth Managers are a select group, representing less than 4 percent of the wealth managers in the San Diego area. To receive the Five Star Wealth Manager award, a wealth manager must satisfy objective eligibility and evaluation criteria that are associated with those advisors who provide high quality service to their clients.
“We are all honored to be selected for this award,” says Mary Dean managing partner and certified financial planner at Dean Roland Russell. “Much of the credit for our success goes to the hard working staff at the firm. We believe our clients deserve to receive the best service possible. Our staff helps us make sure that is what happens.”
About Dean Roland Russell Family Wealth Management
Dean Roland Russell (DRR Wealth) is a “fee-only” SEC registered investment advisory firm located in San Diego, CA. DRR Wealth provides financial planning, investment management, and other wealth management services to high net-worth individuals and families located across the nation. Communities frequently served within San Diego include: La Jolla, Rancho Santa Fe, Carmel Valley, Del Sur, Torrey Highlands, Encinitas, Solana Beach, Del Mar, Rancho Bernardo, Rancho Penasquitos, Escondido, Carmel Mountain, Scripps Ranch, and Poway.
The firm manages roughly $125 million in client assets. To learn more about DRR Wealth you can email info (at) drrwealth (dot) com or visit us at https://www.drrwealth.com.
About the Partners at Dean Roland Russell
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 bachelor’s degree in Civil Engineering from Cal Poly San Luis Obispo. He has over 15 years of professional experience. He is an active member of the National Association of Personal Financial Planners (NAPFA) and serves on the board of directors for Cygnet Theatre in San Diego.
Andrew Russell is a Certified Financial Planner (CFP®), and MBA (CSUS). He holds a bachelor’s degree in Public Administration from San Diego State University. He has over 13 years of professional experience. He is an active member of the National Association of Personal Financial Planners (NAPFA) and serves on the board of directors for the Community Resource Center in Encinitas.
About Five Star Professional:
The Five Star program is the largest and most widely published award program in North America. Five Star Professional conducts market-specific research throughout the U.S. and Canada to identify service professionals who provide quality services to their clients. Research results undergo a thorough regulatory review. Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
Follow the link to the press release.