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Mary K. Dean, CFP®, CPA, PFS

Dean Roland Russell, LLC

16885 W Bernardo Dr
Ste 209
San Diego, CA 92127
Phone: (858) 485-8547
Fax: (858) 485-8577

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.