Dean R. Ingvalson, CFP®

Dean’s experience in financial services since 1981 gives him a broad perspective of the changing financial horizon. He presents seminars and assists in financial planning for people of all income groups that span three generations.

A certified financial planner, CFP®, using fee-based asset management, Dean assists his clients in planning for current, near, and distant financial needs. Many current retirees are part of his daily schedule.

Because Dean has a long and broad background in teaching, many of his clients are in education. But over the years Dean has used his math and people skills to assist clients in all careers and at all ages. Dean’s focus is on close client relationships, and he is committed to solid financial planning.