Eric Dean
Helping Clients to Preserve and Increase their Assets
- Role
- Associate Wealth Advisor at Risler Financial Management
- Location
- Plymouth Meeting, PA, US
- LinkedIn followers
- 500 followers
About Eric Dean
Our mission at Risler Financial Management is to competently and ethically guide our clients towards their financial goals, enabling them to focus on the more meaningful aspects of their lives. A primary focus is serving dental and medical professionals by specializing in financial knowledge and resources particular to their industries. I believe in helping those who have made the decision to enter a career of helping others. My goal is to implement financial roadmaps to help preserve and increase assets for my clients, allowing them to focus their time and energy on their careers. I am FINRA registered and hold the Series 6, 63, 65, and 7 registrations through LPL Financial. I also hold Life and Health licenses, and earned my CFP® designation in 2015 and CLTC designation in 2011. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advice and financial planning offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Risler Financial Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit
Experience
Associate Wealth Advisor
Jan 2017 — Present · Plymouth Meeting, PA
Our focus at Risler Financial Management is to improve the lives of our clients, their families and their businesses. We are dedicated to creating a community of passionate and knowledgeable investors. Please learn more at
Education
Penn State University
BS, MSIS
1998 — 2002
Penn State University
MBA, New Ventures and Entrepreneurial Studies
2008 — 2010
Skills
- Fixed Annuities
- Marketing Strategy
- Financial Planners
- Disability Insurance
- Finance
- Business Development
- Sales
- Sales Operations
- Recruiting
- Employee Benefits
- Insurance
- Sales Management
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