We are pleased to announce that Mary Dean, Marc Roland, and Andrew Russell of Dean Roland Russell were recently selected as 2014 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2014).
Five Star Wealth Managers are a select group. 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.
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.
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 nearly 2 decades of professional experience. He is an active member of the National Association of Personal Financial Planners (NAPFA).
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).
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.