Dean Fox, ChFC®
President | Senior Wealth Manager
Dean Fox has committed his career to helping clients plan, invest, and protect the things that matter most to them. One of his greatest strengths is helping clients properly identify and prioritize their financial planning goals. By creating a customized and tailored plan for each of his client’s, he is able to provide a uniquely different approach that separates himself from other industry professionals. He focuses on creating an educational customer experience, where he can provide active coaching while they embark on the financial planning journey together.
Dean is an Ursinus College alumni where he received his Bachelor’s degree in Business & Economics. He is also an Alumni of the American College in Bryn Mawr where he received his Chartered Financial Consultant® (ChFC®) designation. He is an investment advisor representative and registered representative with Cetera Advisor Networks LC. He has his series 7, 65, and 63 securities registrations and is also a Pennsylvania Life, Accident and Health insurance licensed producer.
Dean currently serves as a board member of Pope John Paul II High School in Royersford, Pennsylvania. Previously, he has also served as a President, Secretary, Membership Chair, and board member of the National Association of Insurance and Financial Advisors (NAIFA). Dean is also member of the Tri-County, Spring-Ford, and Perkiomen Valley chambers of commerce.
Dean lives in Exeter Township with his wife, 3 children, and dog. Dean volunteers as a WATCH D.O.G.S. ® (Dads Of Great Students), which is a nationally recognized program that has brought hundreds of thousands of fathers and father figures into the school classrooms and hallways across the country, creating millions of hours of “in school” volunteer time and having a tremendously positive impact on the educational process. Dean is also an avid sports enthusiast, outdoorsman, and active member in his local community.