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Meet Dean Fox

Dean Fox 

Dean Fox has committed his career to helping clients plan, invest, and protect the things that matter most to them. One of his greatest strength 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 prides himself on creating an educational customer experience, where he can provide coaching while they embark on the financial planning journey together as a team.

He currently serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA), an organization where he has previously been President, Membership Chair, and Secretary. He attended Ursinus College where he received a Bachelor’s degree in Business and Economics.

He is a registered investment advisory representative and registered representative with Voya Financial Advisors and has the series 7, 65, and 63 securities registrations. He has his Pennsylvania Life, Accident and Health insurance license which allows him to evaluate and educate clients on life, health, disability, and long-term care insurance policies.