Dean Ossola
Managing Director at Ossola Wealth Managment
- Role
- Managing Director at Ossola Wealth Management
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Dean Ossola
With extensive wealth management experience, I have the breadth and depth of management…
Experience
Managing Director
Feb 2007 — Present
As Principal and Managing Director at the Firm, I direct all planning, investment, and client service activities along with my team of experienced financial associates. I direct our investment committee, as well as direct coordination with all internal and external professional resources. I pride myself in being impartial and independent of any interests other than our clients\' best interests exclusively. I do this by adhering to industry codes of ethics (IMCA) and all regulatory compliance requirements.Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Ossola Wealth Management is a separate entity from WFAFN.
Skills
- Asset Allocation
- Business-Succession Planning
- Retirement Planning
- Financial Reporting
- Financial Advisory
- Wealth-Preservation Planning
- Investment Strategies
- Investment Planning
- Business-Owner Planning
- Tax-Efficient Strategies
- Fixed-Income Strategies
- Risk Management
- Insurance
- Estate Investment Planning
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